ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,115 | -4.0% | 2,130 | +0.7% | 0.03% | -3.3% |
| Q2 2023 | $553,292 | +104492.1% | 2,116 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $529 | -100.0% | 2,116 | -70.9% | 0.03% | -70.6% |
| Q4 2019 | $1,499,000 | +6.5% | 7,281 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $1,407,000 | -4.5% | 7,281 | -4.0% | 0.11% | -3.6% |
| Q2 2019 | $1,473,000 | +3.2% | 7,581 | +0.6% | 0.11% | +3.8% |
| Q1 2019 | $1,427,000 | +10.5% | 7,535 | -3.1% | 0.11% | +1.0% |
| Q4 2018 | $1,291,000 | +92.1% | 7,774 | +132.8% | 0.10% | +123.4% |
| Q3 2018 | $672,000 | +3.2% | 3,340 | 0.0% | 0.05% | -6.0% |
| Q2 2018 | $651,000 | +4.0% | 3,340 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $626,000 | -1.3% | 3,340 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $634,000 | +6.0% | 3,340 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $598,000 | +2.9% | 3,340 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $581,000 | +1.6% | 3,340 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $572,000 | +3.6% | 3,340 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $552,000 | +6.8% | 3,340 | 0.0% | 0.05% | +1.9% |
| Q3 2016 | $517,000 | +152.2% | 3,340 | +143.8% | 0.05% | +147.6% |
| Q2 2016 | $205,000 | -52.2% | 1,370 | -54.3% | 0.02% | -58.8% |
| Q2 2014 | $429,000 | +4.1% | 3,000 | 0.0% | 0.05% | -1.9% |
| Q1 2014 | $412,000 | +2.7% | 3,000 | 0.0% | 0.05% | -5.5% |
| Q4 2013 | $401,000 | +7.8% | 3,000 | 0.0% | 0.06% | -3.5% |
| Q3 2013 | $372,000 | +7.5% | 3,000 | 0.0% | 0.06% | +1.8% |
| Q2 2013 | $346,000 | – | 3,000 | – | 0.06% | – |
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% |