ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,171,948 | +4.2% | 32,773 | +9.3% | 0.41% | +9.3% |
| Q2 2023 | $7,843,878 | +10.6% | 29,998 | +5.8% | 0.38% | +2.7% |
| Q1 2023 | $7,093,537 | +31.2% | 28,356 | +26.8% | 0.37% | +23.6% |
| Q4 2022 | $5,408,177 | +67.3% | 22,358 | +51.6% | 0.30% | +53.1% |
| Q3 2022 | $3,233,000 | +8.5% | 14,745 | +11.9% | 0.19% | +11.5% |
| Q2 2022 | $2,981,000 | +8.1% | 13,176 | +28.2% | 0.17% | +28.9% |
| Q1 2022 | $2,757,000 | +20.8% | 10,274 | +27.4% | 0.14% | +28.6% |
| Q4 2021 | $2,282,000 | +91.1% | 8,063 | +77.7% | 0.10% | +75.0% |
| Q3 2021 | $1,194,000 | +706.8% | 4,538 | +725.1% | 0.06% | +650.0% |
| Q2 2021 | $148,000 | +3.5% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $143,000 | +150.9% | 550 | +120.0% | 0.01% | +166.7% |
| Q4 2020 | $57,000 | +72.7% | 250 | +38.9% | 0.00% | +50.0% |
| Q3 2020 | $33,000 | +3.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -56.7% | 180 | -37.9% | 0.00% | -50.0% |
| Q4 2019 | $60,000 | +7.1% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $56,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $56,000 | +1.8% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $55,000 | +14.6% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $48,000 | -17.2% | 290 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $58,000 | +65.7% | 290 | +61.1% | 0.01% | +66.7% |
| Q2 2018 | $35,000 | +2.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $34,000 | +78.9% | 180 | +80.0% | 0.00% | +50.0% |
| Q4 2017 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | +5.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $17,000 | -34.6% | 100 | -39.4% | 0.00% | -33.3% |
| Q3 2016 | $26,000 | +36.8% | 165 | +32.0% | 0.00% | +50.0% |
| Q2 2016 | $19,000 | +5.6% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $18,000 | +80.0% | 125 | +66.7% | 0.00% | +100.0% |
| Q4 2015 | $10,000 | -81.1% | 75 | 0.0% | 0.00% | -85.7% |
| Q3 2015 | $53,000 | +381.8% | 75 | 0.0% | 0.01% | +600.0% |
| Q2 2015 | $11,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | +10.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | -9.1% | 75 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $11,000 | – | 75 | – | 0.00% | – |
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% |