ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,193,000 | +6.5% | 5,798 | 0.0% | 0.01% | +44.4% |
| Q3 2019 | $1,120,000 | -0.5% | 5,798 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $1,126,000 | +2.6% | 5,798 | 0.0% | 0.01% | -27.3% |
| Q1 2019 | $1,098,000 | +14.0% | 5,798 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $963,000 | -17.5% | 5,798 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $1,167,000 | +3.4% | 5,798 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $1,129,000 | +3.8% | 5,798 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,088,000 | -1.1% | 5,798 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $1,100,000 | +6.1% | 5,798 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,037,000 | +94.6% | 5,798 | +89.4% | 0.01% | +55.6% |
| Q2 2017 | $533,000 | – | 3,062 | – | 0.01% | – |
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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% |