ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,280 | -6.3% | 5,724 | -1.7% | 0.07% | -1.4% |
| Q2 2023 | $1,522,859 | +2.2% | 5,824 | -2.2% | 0.07% | -4.0% |
| Q1 2023 | $1,489,703 | +3.3% | 5,955 | -0.1% | 0.08% | -2.6% |
| Q4 2022 | $1,441,423 | +6.9% | 5,959 | -3.2% | 0.08% | 0.0% |
| Q3 2022 | $1,349,000 | -8.5% | 6,154 | -5.6% | 0.08% | -1.3% |
| Q2 2022 | $1,475,000 | -17.6% | 6,519 | -2.3% | 0.08% | -6.0% |
| Q1 2022 | $1,791,000 | -31.9% | 6,671 | -28.2% | 0.08% | -27.8% |
| Q4 2021 | $2,631,000 | +2.4% | 9,292 | -4.9% | 0.12% | -7.3% |
| Q3 2021 | $2,569,000 | -1.3% | 9,768 | +0.9% | 0.12% | -3.1% |
| Q2 2021 | $2,602,000 | +0.2% | 9,685 | -2.9% | 0.13% | -8.6% |
| Q1 2021 | $2,598,000 | +8.4% | 9,977 | -4.3% | 0.14% | +4.5% |
| Q4 2020 | $2,396,000 | +23.1% | 10,423 | -0.7% | 0.13% | +12.6% |
| Q3 2020 | $1,946,000 | +0.8% | 10,500 | -3.3% | 0.12% | -5.6% |
| Q2 2020 | $1,930,000 | +23.6% | 10,855 | 0.0% | 0.13% | +8.6% |
| Q1 2020 | $1,561,000 | -36.9% | 10,855 | -9.7% | 0.12% | -19.4% |
| Q4 2019 | $2,475,000 | +4.6% | 12,023 | -1.8% | 0.14% | -2.7% |
| Q3 2019 | $2,366,000 | -0.5% | 12,248 | 0.0% | 0.15% | -2.0% |
| Q2 2019 | $2,379,000 | -2.3% | 12,248 | -4.7% | 0.15% | -7.4% |
| Q1 2019 | $2,434,000 | +10.6% | 12,855 | -3.0% | 0.16% | -0.6% |
| Q4 2018 | $2,201,000 | -19.5% | 13,255 | -2.4% | 0.16% | -7.9% |
| Q3 2018 | $2,733,000 | +2.7% | 13,579 | -0.6% | 0.18% | -2.2% |
| Q2 2018 | $2,660,000 | +5.3% | 13,655 | +1.4% | 0.18% | +2.8% |
| Q1 2018 | $2,525,000 | -9.4% | 13,460 | -8.4% | 0.18% | -5.3% |
| Q4 2017 | $2,788,000 | +5.1% | 14,690 | -0.9% | 0.19% | -0.5% |
| Q3 2017 | $2,652,000 | -2.0% | 14,821 | -4.8% | 0.19% | -5.5% |
| Q2 2017 | $2,707,000 | +0.6% | 15,561 | -1.0% | 0.20% | -2.0% |
| Q1 2017 | $2,691,000 | -8.7% | 15,715 | -11.9% | 0.20% | -11.4% |
| Q4 2016 | $2,948,000 | -0.3% | 17,831 | -6.7% | 0.23% | -3.8% |
| Q3 2016 | $2,956,000 | -13.4% | 19,109 | -16.4% | 0.24% | -13.8% |
| Q2 2016 | $3,415,000 | -7.3% | 22,858 | -10.6% | 0.28% | -8.3% |
| Q1 2016 | $3,685,000 | -88.8% | 25,555 | -89.1% | 0.30% | -89.0% |
| Q4 2015 | $32,775,000 | +1.3% | 235,249 | -0.7% | 2.73% | -3.3% |
| Q3 2015 | $32,369,000 | -10.4% | 236,947 | -1.6% | 2.82% | -3.2% |
| Q2 2015 | $36,110,000 | -2.8% | 240,760 | -1.5% | 2.92% | -2.0% |
| Q1 2015 | $37,138,000 | -38.6% | 244,365 | -41.5% | 2.97% | -38.1% |
| Q4 2014 | $60,530,000 | +5.6% | 418,029 | -0.3% | 4.80% | +3.7% |
| Q3 2014 | $57,338,000 | -3.3% | 419,316 | +1.2% | 4.63% | -3.5% |
| Q2 2014 | $59,289,000 | +4.0% | 414,380 | -0.0% | 4.80% | 0.0% |
| Q1 2014 | $56,986,000 | +13.4% | 414,534 | +10.4% | 4.80% | +12.2% |
| Q4 2013 | $50,232,000 | +6.6% | 375,403 | -1.1% | 4.28% | -1.0% |
| Q3 2013 | $47,125,000 | -2.4% | 379,604 | -9.2% | 4.32% | -3.7% |
| Q2 2013 | $48,268,000 | – | 417,899 | – | 4.49% | – |
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% |