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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,945 | -3.2% | 1,239 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $319,006 | -1.1% | 1,220 | -5.4% | 0.02% | -5.6% |
| Q1 2023 | $322,706 | -72.7% | 1,290 | -84.3% | 0.02% | -83.0% |
| Q1 2020 | $1,182,000 | -27.4% | 8,216 | +3.8% | 0.11% | -3.6% |
| Q4 2019 | $1,629,000 | +20.8% | 7,916 | +11.4% | 0.11% | +2.8% |
| Q4 2017 | $1,348,000 | +6.1% | 7,103 | 0.0% | 0.11% | +8.1% |
| Q3 2017 | $1,271,000 | +9.2% | 7,103 | +6.2% | 0.10% | +6.5% |
| Q2 2017 | $1,164,000 | +5.9% | 6,689 | +4.3% | 0.09% | +3.3% |
| Q1 2017 | $1,099,000 | – | 6,416 | – | 0.09% | – |
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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% |