ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 934 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $11,624,000 | -18.2% | 61,250 | -22.9% | 0.18% | -22.0% |
| Q3 2017 | $14,205,000 | -14.2% | 79,400 | -16.6% | 0.23% | -16.8% |
| Q2 2017 | $16,560,000 | -16.7% | 95,200 | -18.0% | 0.28% | -20.1% |
| Q1 2017 | $19,879,000 | -23.4% | 116,100 | -25.5% | 0.35% | -24.5% |
| Q4 2016 | $25,944,000 | -3.3% | 155,800 | -10.1% | 0.46% | -7.2% |
| Q3 2016 | $26,827,000 | +13.9% | 173,400 | +10.0% | 0.50% | +9.5% |
| Q2 2016 | $23,551,000 | -7.9% | 157,650 | -11.1% | 0.46% | -12.3% |
| Q1 2016 | $25,565,000 | +3.5% | 177,300 | 0.0% | 0.52% | +3.2% |
| Q4 2015 | $24,712,000 | +3.3% | 177,300 | +1.2% | 0.50% | -1.4% |
| Q3 2015 | $23,934,000 | -16.7% | 175,200 | -8.6% | 0.51% | -6.1% |
| Q2 2015 | $28,736,000 | -1.3% | 191,600 | 0.0% | 0.54% | -3.7% |
| Q1 2015 | $29,119,000 | +28.4% | 191,600 | +22.3% | 0.56% | +24.5% |
| Q4 2014 | $22,676,000 | – | 156,600 | – | 0.45% | – |
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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% |