ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,788 | -5.5% | 1,704 | -0.9% | 0.04% | 0.0% |
| Q2 2023 | $449,636 | -5.0% | 1,720 | -9.0% | 0.04% | -9.3% |
| Q1 2023 | $473,150 | +0.8% | 1,891 | -2.6% | 0.04% | -4.4% |
| Q4 2022 | $469,541 | +9.2% | 1,941 | -1.0% | 0.04% | +2.3% |
| Q3 2022 | $430,000 | -10.2% | 1,960 | -7.4% | 0.04% | -6.4% |
| Q2 2022 | $479,000 | -16.6% | 2,117 | -1.1% | 0.05% | -4.1% |
| Q1 2022 | $574,000 | -7.1% | 2,140 | -2.0% | 0.05% | 0.0% |
| Q4 2021 | $618,000 | -55.6% | 2,183 | -58.7% | 0.05% | -59.8% |
| Q3 2021 | $1,392,000 | -16.7% | 5,290 | -14.9% | 0.12% | -15.9% |
| Q2 2021 | $1,671,000 | -21.2% | 6,219 | -32.6% | 0.14% | -30.3% |
| Q4 2020 | $2,120,000 | +14.0% | 9,222 | -8.1% | 0.21% | +3.5% |
| Q3 2020 | $1,860,000 | -2.8% | 10,035 | -6.7% | 0.20% | -11.1% |
| Q2 2020 | $1,913,000 | +20.6% | 10,758 | -2.4% | 0.23% | -2.6% |
| Q1 2020 | $1,586,000 | -31.8% | 11,028 | -2.3% | 0.23% | -15.9% |
| Q4 2019 | $2,324,000 | +5.0% | 11,289 | -1.4% | 0.28% | -2.8% |
| Q3 2019 | $2,213,000 | -5.8% | 11,452 | -5.3% | 0.28% | -6.3% |
| Q2 2019 | $2,350,000 | -0.6% | 12,098 | -3.0% | 0.30% | -5.3% |
| Q1 2019 | $2,363,000 | +13.9% | 12,478 | -0.1% | 0.32% | -0.9% |
| Q4 2018 | $2,074,000 | -17.6% | 12,488 | -0.1% | 0.32% | -5.0% |
| Q3 2018 | $2,516,000 | +3.0% | 12,501 | -0.3% | 0.34% | -3.4% |
| Q2 2018 | $2,442,000 | -58.0% | 12,537 | -59.6% | 0.35% | -21.3% |
| Q1 2018 | $5,816,000 | +79.3% | 31,006 | +81.4% | 0.45% | -9.5% |
| Q4 2017 | $3,243,000 | +3.5% | 17,088 | -2.4% | 0.49% | +3.1% |
| Q3 2017 | $3,134,000 | +2.1% | 17,516 | -0.8% | 0.48% | -6.1% |
| Q2 2017 | $3,071,000 | -1.0% | 17,657 | -2.5% | 0.51% | +9.7% |
| Q1 2017 | $3,101,000 | -3.6% | 18,114 | -6.9% | 0.46% | -12.6% |
| Q4 2016 | $3,218,000 | +7.4% | 19,462 | +0.5% | 0.53% | +3.7% |
| Q3 2016 | $2,995,000 | +10.6% | 19,359 | +6.8% | 0.51% | +5.3% |
| Q2 2016 | $2,708,000 | +4.4% | 18,126 | +0.8% | 0.49% | +10.7% |
| Q1 2016 | $2,594,000 | +14.5% | 17,990 | +10.6% | 0.44% | +12.8% |
| Q4 2015 | $2,266,000 | -0.6% | 16,262 | -2.6% | 0.39% | -5.6% |
| Q3 2015 | $2,280,000 | – | 16,691 | – | 0.41% | – |
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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% |