ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $829,000 | +8.1% | 4,229 | +4.4% | 0.63% | -18.3% |
| Q1 2019 | $767,000 | +21.9% | 4,049 | +6.8% | 0.77% | +7.4% |
| Q4 2018 | $629,000 | -13.6% | 3,791 | +4.8% | 0.72% | +0.1% |
| Q3 2018 | $728,000 | -27.0% | 3,619 | -29.3% | 0.72% | -35.7% |
| Q2 2018 | $997,000 | -95.1% | 5,116 | -95.3% | 1.12% | -93.1% |
| Q1 2018 | $20,415,000 | +2.9% | 108,842 | +4.1% | 16.31% | -3.7% |
| Q4 2017 | $19,836,000 | – | 104,520 | – | 16.93% | – |
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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% |