ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $404,000 | -3.8% | 1,503 | -6.8% | 0.10% | -4.7% |
| Q1 2021 | $420,000 | -0.5% | 1,613 | -12.1% | 0.11% | -1.9% |
| Q4 2020 | $422,000 | +23.4% | 1,834 | -0.5% | 0.11% | +8.0% |
| Q3 2020 | $342,000 | +4.3% | 1,844 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $328,000 | +18.0% | 1,844 | -4.4% | 0.10% | +3.0% |
| Q1 2020 | $278,000 | -46.8% | 1,929 | -28.7% | 0.10% | -37.3% |
| Q3 2019 | $523,000 | -0.6% | 2,705 | -0.2% | 0.16% | +0.6% |
| Q2 2019 | $526,000 | -0.4% | 2,710 | -2.8% | 0.16% | -1.3% |
| Q1 2019 | $528,000 | +10.7% | 2,789 | -3.0% | 0.16% | -5.4% |
| Q4 2018 | $477,000 | -15.9% | 2,874 | +2.0% | 0.17% | -2.3% |
| Q3 2018 | $567,000 | +2.2% | 2,819 | -1.1% | 0.17% | -2.8% |
| Q2 2018 | $555,000 | +2.6% | 2,849 | -1.2% | 0.18% | -1.7% |
| Q1 2018 | $541,000 | -5.4% | 2,883 | -4.3% | 0.18% | -0.6% |
| Q4 2017 | $572,000 | -59.6% | 3,013 | -61.9% | 0.18% | -60.7% |
| Q3 2017 | $1,416,000 | -60.0% | 7,913 | -61.1% | 0.46% | -57.7% |
| Q2 2017 | $3,540,000 | -1.5% | 20,348 | -3.1% | 1.09% | -4.5% |
| Q1 2017 | $3,594,000 | +3.5% | 20,993 | 0.0% | 1.14% | +1.5% |
| Q4 2016 | $3,471,000 | +2.8% | 20,993 | -3.8% | 1.12% | +1.2% |
| Q3 2016 | $3,376,000 | +1.4% | 21,823 | -2.1% | 1.11% | +3.2% |
| Q2 2016 | $3,330,000 | +2.3% | 22,288 | -1.3% | 1.08% | +4.2% |
| Q1 2016 | $3,256,000 | -53.1% | 22,583 | -54.7% | 1.04% | -53.3% |
| Q4 2015 | $6,943,000 | +1.0% | 49,833 | -1.0% | 2.22% | -4.1% |
| Q3 2015 | $6,877,000 | -9.2% | 50,343 | -0.3% | 2.31% | -6.9% |
| Q2 2015 | $7,577,000 | -1.4% | 50,518 | -0.0% | 2.48% | +0.8% |
| Q1 2015 | $7,681,000 | +5.0% | 50,538 | +0.0% | 2.46% | +6.3% |
| Q4 2014 | $7,316,000 | +6.6% | 50,528 | +0.7% | 2.32% | +1.9% |
| Q3 2014 | $6,860,000 | -16.3% | 50,168 | -12.4% | 2.27% | -14.2% |
| Q2 2014 | $8,195,000 | +6.3% | 57,276 | +2.1% | 2.65% | +0.4% |
| Q1 2014 | $7,711,000 | +3.5% | 56,091 | +0.7% | 2.64% | +3.4% |
| Q4 2013 | $7,451,000 | +8.3% | 55,686 | +0.5% | 2.55% | +3.2% |
| Q3 2013 | $6,880,000 | +6.8% | 55,418 | -0.7% | 2.47% | +6.9% |
| Q2 2013 | $6,444,000 | – | 55,788 | – | 2.31% | – |
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% |