ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,913 | -3.7% | 2,057 | +1.0% | 0.12% | 0.0% |
| Q2 2023 | $532,373 | +11.4% | 2,036 | +6.6% | 0.12% | +2.5% |
| Q1 2023 | $477,806 | +5.8% | 1,910 | +2.3% | 0.12% | -4.8% |
| Q4 2022 | $451,609 | +9.3% | 1,867 | -0.8% | 0.12% | +6.8% |
| Q3 2022 | $413,000 | -2.6% | 1,883 | +0.6% | 0.12% | -1.7% |
| Q2 2022 | $424,000 | -14.9% | 1,872 | +1.0% | 0.12% | +7.2% |
| Q1 2022 | $498,000 | -5.0% | 1,854 | +0.1% | 0.11% | +4.7% |
| Q4 2021 | $524,000 | -10.7% | 1,852 | -17.0% | 0.11% | -19.1% |
| Q3 2021 | $587,000 | -2.8% | 2,231 | -0.7% | 0.13% | -1.5% |
| Q2 2021 | $604,000 | +1.0% | 2,247 | -2.3% | 0.13% | -8.9% |
| Q1 2021 | $598,000 | +14.6% | 2,299 | +1.2% | 0.15% | +11.5% |
| Q4 2020 | $522,000 | +10.8% | 2,272 | -10.7% | 0.13% | -4.4% |
| Q3 2020 | $471,000 | -13.3% | 2,544 | -16.6% | 0.14% | -21.7% |
| Q2 2020 | $543,000 | +18.0% | 3,052 | -4.6% | 0.18% | -2.2% |
| Q1 2020 | $460,000 | -29.7% | 3,199 | +0.7% | 0.18% | -13.9% |
| Q4 2019 | $654,000 | +3.6% | 3,177 | -2.8% | 0.21% | -2.3% |
| Q3 2019 | $631,000 | -9.2% | 3,267 | -8.7% | 0.21% | -8.6% |
| Q2 2019 | $695,000 | -8.6% | 3,578 | -10.9% | 0.23% | -13.4% |
| Q1 2019 | $760,000 | +15.5% | 4,014 | +1.3% | 0.27% | -3.2% |
| Q4 2018 | $658,000 | -0.6% | 3,964 | +20.5% | 0.28% | +29.3% |
| Q3 2018 | $662,000 | +12.6% | 3,290 | +9.0% | 0.22% | +1.4% |
| Q2 2018 | $588,000 | -10.0% | 3,019 | -13.2% | 0.21% | -10.2% |
| Q1 2018 | $653,000 | -34.8% | 3,480 | -34.1% | 0.24% | -33.1% |
| Q4 2017 | $1,002,000 | -10.5% | 5,278 | -15.6% | 0.35% | -13.5% |
| Q3 2017 | $1,119,000 | -39.5% | 6,254 | -41.2% | 0.41% | -42.3% |
| Q2 2017 | $1,850,000 | -6.0% | 10,636 | -7.5% | 0.71% | -3.4% |
| Q1 2017 | $1,968,000 | -29.3% | 11,496 | -31.7% | 0.73% | -30.7% |
| Q4 2016 | $2,782,000 | +18.3% | 16,825 | +10.7% | 1.06% | +20.1% |
| Q3 2016 | $2,351,000 | – | 15,197 | – | 0.88% | – |
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% |