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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,303,761 | +11.7% | 58,826 | +0.5% | 3.96% | +2.9% |
| Q3 2023 | $14,601,712 | -3.9% | 58,559 | +0.8% | 3.85% | -0.9% |
| Q2 2023 | $15,190,868 | +3.8% | 58,096 | -0.7% | 3.89% | +1.2% |
| Q1 2023 | $14,639,291 | +1.2% | 58,520 | -2.1% | 3.84% | +1.6% |
| Q4 2022 | $14,459,019 | +10.3% | 59,775 | -0.0% | 3.78% | -1.4% |
| Q3 2022 | $13,108,000 | -1.2% | 59,783 | +2.0% | 3.84% | +6.3% |
| Q2 2022 | $13,263,000 | -15.4% | 58,626 | +0.3% | 3.61% | -5.0% |
| Q1 2022 | $15,677,000 | -5.1% | 58,423 | +0.2% | 3.80% | -2.6% |
| Q4 2021 | $16,512,000 | +11.5% | 58,330 | +3.6% | 3.90% | +1.6% |
| Q3 2021 | $14,805,000 | +0.4% | 56,279 | +2.6% | 3.84% | +1.4% |
| Q2 2021 | $14,743,000 | +4.6% | 54,862 | +1.3% | 3.78% | -0.6% |
| Q1 2021 | $14,091,000 | +11.7% | 54,138 | -1.4% | 3.80% | +10.7% |
| Q4 2020 | $12,620,000 | +20.3% | 54,908 | -3.0% | 3.44% | +9.4% |
| Q3 2020 | $10,488,000 | +6.5% | 56,595 | +2.2% | 3.14% | -1.4% |
| Q2 2020 | $9,844,000 | +27.5% | 55,357 | +3.1% | 3.18% | +12.2% |
| Q1 2020 | $7,723,000 | -36.2% | 53,681 | -8.7% | 2.84% | -18.4% |
| Q4 2019 | $12,106,000 | +9.9% | 58,818 | +3.2% | 3.48% | +3.3% |
| Q3 2019 | $11,014,000 | +0.5% | 57,000 | +1.0% | 3.37% | -5.4% |
| Q2 2019 | $10,963,000 | +1.1% | 56,432 | -1.4% | 3.56% | -0.9% |
| Q1 2019 | $10,839,000 | +18.7% | 57,229 | +4.1% | 3.59% | +5.5% |
| Q4 2018 | $9,128,000 | -18.5% | 54,970 | -1.2% | 3.41% | -9.8% |
| Q3 2018 | $11,198,000 | +5.1% | 55,631 | +1.7% | 3.78% | -2.1% |
| Q2 2018 | $10,653,000 | +8.3% | 54,695 | +4.3% | 3.86% | +2.6% |
| Q1 2018 | $9,838,000 | +4.0% | 52,450 | +5.2% | 3.76% | +6.1% |
| Q4 2017 | $9,463,000 | +6.9% | 49,861 | +0.8% | 3.55% | +0.9% |
| Q3 2017 | $8,850,000 | +5.7% | 49,469 | +2.7% | 3.52% | +6.3% |
| Q2 2017 | $8,376,000 | +5.2% | 48,152 | +3.6% | 3.31% | +1.9% |
| Q1 2017 | $7,959,000 | +4.6% | 46,485 | +1.0% | 3.25% | +1.4% |
| Q4 2016 | $7,608,000 | +5.1% | 46,017 | -1.6% | 3.20% | +0.6% |
| Q3 2016 | $7,238,000 | +10.0% | 46,785 | +6.2% | 3.18% | +8.3% |
| Q2 2016 | $6,578,000 | +5.4% | 44,034 | +1.8% | 2.94% | -0.9% |
| Q1 2016 | $6,239,000 | +1.9% | 43,272 | -1.5% | 2.97% | -5.6% |
| Q4 2015 | $6,121,000 | +6.5% | 43,933 | +4.4% | 3.14% | -1.4% |
| Q3 2015 | $5,748,000 | -8.4% | 42,077 | +0.6% | 3.18% | -2.8% |
| Q2 2015 | $6,274,000 | -4.5% | 41,834 | -3.2% | 3.28% | -5.3% |
| Q1 2015 | $6,568,000 | +9.7% | 43,219 | +4.5% | 3.46% | +7.4% |
| Q4 2014 | $5,989,000 | +7.9% | 41,364 | +1.9% | 3.22% | +3.2% |
| Q3 2014 | $5,553,000 | +3.3% | 40,610 | +8.1% | 3.12% | +1.6% |
| Q2 2014 | $5,377,000 | +7.2% | 37,583 | +3.0% | 3.07% | +3.8% |
| Q1 2014 | $5,016,000 | +6.7% | 36,487 | +3.9% | 2.96% | +5.4% |
| Q4 2013 | $4,700,000 | +12.2% | 35,128 | +4.1% | 2.81% | +0.5% |
| Q3 2013 | $4,188,000 | +8.2% | 33,737 | +0.7% | 2.79% | +4.4% |
| Q2 2013 | $3,870,000 | – | 33,507 | – | 2.68% | – |
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% |