ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,569 | -4.6% | 1,049 | 0.0% | 0.02% | -8.0% |
| Q2 2023 | $274,293 | +76.8% | 1,049 | +69.2% | 0.02% | +66.7% |
| Q1 2023 | $155,100 | +100.4% | 620 | +93.8% | 0.02% | +114.3% |
| Q4 2022 | $77,405 | +10.6% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $70,000 | +14.8% | 320 | +18.5% | 0.01% | +16.7% |
| Q2 2022 | $61,000 | -15.3% | 270 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $72,000 | -5.3% | 270 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $76,000 | +7.0% | 270 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | -2.7% | 270 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $73,000 | +4.3% | 270 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $70,000 | +12.9% | 270 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $62,000 | +376.9% | 270 | +285.7% | 0.01% | +250.0% |
| Q3 2020 | $13,000 | +8.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -30.0% | 70 | -35.2% | 0.00% | -33.3% |
| Q1 2019 | $20,000 | +66.7% | 108 | +54.3% | 0.00% | +50.0% |
| Q4 2018 | $12,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | -22.2% | 70 | -22.2% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +38.5% | 90 | +28.6% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -78.3% | 70 | -84.1% | 0.00% | -81.8% |
| Q3 2014 | $60,000 | – | 439 | – | 0.01% | – |
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% |