ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,238,465 | -6.2% | 93,196 | -1.7% | 0.25% | -3.8% |
| Q2 2023 | $24,785,678 | +7.5% | 94,789 | +2.9% | 0.26% | +1.2% |
| Q1 2023 | $23,052,644 | -3.0% | 92,162 | -6.2% | 0.26% | -7.5% |
| Q4 2022 | $23,765,588 | -6.5% | 98,247 | -15.3% | 0.28% | -15.9% |
| Q3 2022 | $25,429,000 | -2.4% | 115,975 | +0.7% | 0.33% | +1.8% |
| Q2 2022 | $26,048,000 | -15.0% | 115,139 | +0.8% | 0.33% | -2.1% |
| Q1 2022 | $30,651,000 | +2.6% | 114,223 | +8.2% | 0.33% | +5.0% |
| Q4 2021 | $29,878,000 | +9.8% | 105,548 | +2.0% | 0.32% | +0.6% |
| Q3 2021 | $27,209,000 | -1.5% | 103,430 | +0.7% | 0.32% | -2.5% |
| Q2 2021 | $27,613,000 | +3.4% | 102,752 | +0.1% | 0.32% | -5.3% |
| Q1 2021 | $26,713,000 | +132.1% | 102,631 | +105.0% | 0.34% | +94.3% |
| Q4 2020 | $11,508,000 | +25.8% | 50,072 | +1.4% | 0.18% | +10.7% |
| Q3 2020 | $9,148,000 | +8.5% | 49,364 | +4.1% | 0.16% | +1.3% |
| Q2 2020 | $8,432,000 | -41.9% | 47,418 | -53.0% | 0.16% | -44.5% |
| Q1 2020 | $14,522,000 | -28.0% | 100,917 | +3.0% | 0.28% | -13.2% |
| Q4 2019 | $20,172,000 | +20.7% | 98,009 | +13.3% | 0.33% | +9.0% |
| Q3 2019 | $16,709,000 | +11.3% | 86,470 | +11.9% | 0.30% | +6.8% |
| Q2 2019 | $15,006,000 | +8.6% | 77,246 | -4.2% | 0.28% | +18.1% |
| Q1 2019 | $13,818,000 | +1.2% | 80,651 | -1.9% | 0.24% | -10.9% |
| Q4 2018 | $13,656,000 | -20.1% | 82,235 | -3.2% | 0.27% | -12.5% |
| Q3 2018 | $17,099,000 | +6.8% | 84,948 | +3.4% | 0.30% | -3.2% |
| Q2 2018 | $16,004,000 | +4.3% | 82,163 | +0.5% | 0.31% | -0.9% |
| Q1 2018 | $15,337,000 | +13.0% | 81,764 | +14.3% | 0.32% | +11.2% |
| Q4 2017 | $13,574,000 | +9.2% | 71,524 | +2.9% | 0.28% | +16.8% |
| Q3 2017 | $12,431,000 | +2.3% | 69,487 | -0.6% | 0.24% | -11.3% |
| Q2 2017 | $12,154,000 | +70.7% | 69,872 | +68.0% | 0.28% | +59.0% |
| Q1 2017 | $7,121,000 | -28.0% | 41,595 | -30.5% | 0.17% | -22.8% |
| Q4 2016 | $9,895,000 | +9.3% | 59,854 | +2.2% | 0.22% | -0.4% |
| Q3 2016 | $9,057,000 | +380.7% | 58,556 | +364.1% | 0.22% | +309.1% |
| Q2 2016 | $1,884,000 | +0.2% | 12,617 | -3.4% | 0.06% | -6.8% |
| Q1 2016 | $1,881,000 | -54.3% | 13,059 | -55.8% | 0.06% | -56.0% |
| Q4 2015 | $4,112,000 | -14.3% | 29,529 | -15.9% | 0.13% | -20.2% |
| Q3 2015 | $4,796,000 | +5.4% | 35,116 | +15.8% | 0.17% | +12.8% |
| Q2 2015 | $4,549,000 | -3.7% | 30,337 | -2.4% | 0.15% | -3.9% |
| Q1 2015 | $4,723,000 | +3.6% | 31,081 | -1.3% | 0.16% | +4.0% |
| Q4 2014 | $4,558,000 | +12.8% | 31,483 | +6.5% | 0.15% | +8.8% |
| Q3 2014 | $4,039,000 | -7.8% | 29,551 | -3.6% | 0.14% | -7.4% |
| Q2 2014 | $4,383,000 | +2.5% | 30,648 | -1.5% | 0.15% | -3.3% |
| Q1 2014 | $4,278,000 | +6.1% | 31,130 | +3.2% | 0.15% | +1.3% |
| Q4 2013 | $4,033,000 | +71.1% | 30,154 | +58.8% | 0.15% | +42.5% |
| Q3 2013 | $2,357,000 | -1.6% | 18,992 | -8.5% | 0.11% | -8.6% |
| Q2 2013 | $2,396,000 | – | 20,749 | – | 0.12% | – |
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% |