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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $506,000 | -84.1% | 1,944 | -91.2% | 0.12% | -97.6% |
| Q1 2020 | $3,182,000 | -78.8% | 22,122 | -69.6% | 4.86% | +12.6% |
| Q4 2019 | $14,982,000 | +2737.5% | 72,793 | +2676.2% | 4.32% | +3758.0% |
| Q3 2018 | $528,000 | +119.1% | 2,622 | +112.3% | 0.11% | -4.3% |
| Q2 2018 | $241,000 | +3.0% | 1,235 | 0.0% | 0.12% | -4.9% |
| Q1 2018 | $234,000 | -2.9% | 1,235 | -2.6% | 0.12% | -10.2% |
| Q4 2017 | $241,000 | – | 1,268 | – | 0.14% | – |
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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% |