ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386 | -4.7% | 1,550 | 0.0% | 0.31% | +0.3% |
| Q2 2023 | $405 | +4.4% | 1,550 | 0.0% | 0.31% | +2.3% |
| Q1 2023 | $388 | +3.5% | 1,550 | 0.0% | 0.30% | -2.6% |
| Q4 2022 | $375 | -99.9% | 1,550 | 0.0% | 0.31% | +7.0% |
| Q3 2022 | $340,000 | -3.1% | 1,550 | 0.0% | 0.29% | +5.9% |
| Q2 2022 | $351,000 | -15.6% | 1,550 | 0.0% | 0.27% | +6.3% |
| Q1 2022 | $416,000 | -5.2% | 1,550 | 0.0% | 0.26% | 0.0% |
| Q4 2021 | $439,000 | +7.6% | 1,550 | 0.0% | 0.26% | -3.0% |
| Q3 2021 | $408,000 | -2.2% | 1,550 | 0.0% | 0.26% | -5.4% |
| Q2 2021 | $417,000 | -99.9% | 1,550 | 0.0% | 0.28% | -2.1% |
| Q1 2021 | $403,434,000 | +113224.2% | 1,550 | 0.0% | 0.28% | +4.0% |
| Q4 2020 | $356,000 | +24.0% | 1,550 | 0.0% | 0.27% | +14.2% |
| Q3 2020 | $287,000 | +4.0% | 1,550 | 0.0% | 0.24% | -7.4% |
| Q2 2020 | $276,000 | +23.8% | 1,550 | 0.0% | 0.26% | +2.4% |
| Q1 2020 | $223,000 | -30.1% | 1,550 | 0.0% | 0.25% | -9.0% |
| Q4 2019 | $319,000 | +6.0% | 1,550 | -0.6% | 0.28% | -3.8% |
| Q3 2019 | $301,000 | -0.7% | 1,560 | 0.0% | 0.29% | +3.6% |
| Q2 2019 | $303,000 | +2.7% | 1,560 | 0.0% | 0.28% | +1.1% |
| Q1 2019 | $295,000 | +17.1% | 1,560 | +3.0% | 0.28% | +2.2% |
| Q4 2018 | $252,000 | -17.4% | 1,515 | 0.0% | 0.27% | +4.3% |
| Q3 2018 | $305,000 | +3.4% | 1,515 | 0.0% | 0.26% | -3.0% |
| Q2 2018 | $295,000 | +3.9% | 1,515 | 0.0% | 0.27% | +3.9% |
| Q1 2018 | $284,000 | +0.7% | 1,515 | +2.0% | 0.26% | +1.2% |
| Q4 2017 | $282,000 | +6.0% | 1,485 | 0.0% | 0.25% | -0.4% |
| Q3 2017 | $266,000 | +3.1% | 1,485 | 0.0% | 0.25% | +2.0% |
| Q2 2017 | $258,000 | +1.6% | 1,485 | 0.0% | 0.25% | +4.2% |
| Q1 2017 | $254,000 | -5.6% | 1,485 | -8.6% | 0.24% | -10.5% |
| Q4 2016 | $269,000 | +3.9% | 1,625 | -14.2% | 0.27% | -7.3% |
| Q3 2015 | $259,000 | -8.8% | 1,895 | 0.0% | 0.29% | -1.0% |
| Q2 2015 | $284,000 | -1.4% | 1,895 | 0.0% | 0.29% | +3.6% |
| Q1 2015 | $288,000 | +5.1% | 1,895 | 0.0% | 0.28% | +3.3% |
| Q4 2014 | $274,000 | – | 1,895 | – | 0.27% | – |
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% |