ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $523,000 | -28.6% | 2,539 | -33.0% | 0.48% | -31.9% |
| Q3 2019 | $732,000 | -25.6% | 3,789 | -25.2% | 0.70% | -27.4% |
| Q2 2019 | $984,000 | +4.6% | 5,066 | +2.0% | 0.96% | -0.7% |
| Q1 2019 | $941,000 | -11.2% | 4,967 | -23.0% | 0.97% | -30.7% |
| Q4 2018 | $1,060,000 | -27.5% | 6,450 | -11.6% | 1.40% | -19.4% |
| Q3 2018 | $1,462,000 | +564.5% | 7,294 | +551.2% | 1.74% | +823.4% |
| Q2 2018 | $220,000 | – | 1,120 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |