ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $189,308,000 | +0.0% | 940,473 | -3.2% | 0.24% | -6.3% |
| Q2 2018 | $189,259,000 | +1.4% | 971,655 | -2.4% | 0.25% | +0.4% |
| Q1 2018 | $186,696,000 | -3.3% | 995,337 | -2.1% | 0.25% | +3.7% |
| Q4 2017 | $193,011,000 | +4.7% | 1,017,025 | -1.3% | 0.24% | -1.6% |
| Q3 2017 | $184,310,000 | +3.1% | 1,030,241 | +0.2% | 0.25% | 0.0% |
| Q2 2017 | $178,836,000 | – | 1,028,086 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |