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 2018 | $42,744,000 | -58.1% | 257,400 | -49.3% | 0.55% | -48.3% |
| Q3 2018 | $102,135,000 | +7.1% | 507,400 | +3.7% | 1.06% | +3.6% |
| Q2 2018 | $95,325,000 | +5.9% | 489,400 | +2.0% | 1.02% | +3.8% |
| Q1 2018 | $90,034,000 | -1.2% | 480,000 | 0.0% | 0.99% | +3.5% |
| Q4 2017 | $91,094,000 | +13.2% | 480,000 | +6.7% | 0.95% | +7.9% |
| Q3 2017 | $80,505,000 | +2.8% | 450,000 | 0.0% | 0.88% | -2.4% |
| Q2 2017 | $78,278,000 | +1.6% | 450,000 | 0.0% | 0.90% | -0.9% |
| Q1 2017 | $77,049,000 | +3.5% | 450,000 | 0.0% | 0.91% | +3.4% |
| Q4 2016 | $74,443,000 | – | 450,000 | – | 0.88% | – |
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% |