ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $271,000 | +6.3% | 1,320 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $255,000 | -0.4% | 1,320 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $256,000 | +2.4% | 1,320 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $250,000 | +14.2% | 1,320 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $219,000 | -17.7% | 1,320 | 0.0% | 0.06% | -6.8% |
| Q3 2018 | $266,000 | +3.5% | 1,320 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $257,000 | +27.9% | 1,320 | +23.2% | 0.06% | +22.4% |
| Q1 2018 | $201,000 | -1.0% | 1,071 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $203,000 | -14.7% | 1,071 | -21.8% | 0.05% | -24.2% |
| Q2 2017 | $238,000 | -29.8% | 1,370 | -45.8% | 0.07% | -42.1% |
| Q4 2013 | $339,000 | +8.0% | 2,530 | 0.0% | 0.11% | +0.9% |
| Q3 2013 | $314,000 | -9.8% | 2,530 | -16.0% | 0.11% | -13.7% |
| Q2 2013 | $348,000 | – | 3,013 | – | 0.13% | – |
Download | ||||||
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% |