ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,777,948 | +314.0% | 43,224 | +334.2% | 0.06% | +333.3% |
| Q2 2023 | $2,603,389 | -74.4% | 9,956 | -75.5% | 0.02% | -74.6% |
| Q1 2023 | $10,169,002 | -46.1% | 40,650 | -47.8% | 0.06% | -46.8% |
| Q4 2022 | $18,852,178 | +65.9% | 77,937 | +50.4% | 0.11% | +54.2% |
| Q3 2022 | $11,365,000 | -10.4% | 51,835 | -7.6% | 0.07% | -7.7% |
| Q2 2022 | $12,687,000 | +12.7% | 56,078 | +33.6% | 0.08% | +30.0% |
| Q1 2022 | $11,262,000 | -49.7% | 41,968 | -46.9% | 0.06% | -46.9% |
| Q4 2021 | $22,377,000 | +233.2% | 79,049 | +209.7% | 0.11% | +205.4% |
| Q3 2021 | $6,715,000 | +27.2% | 25,527 | +29.9% | 0.04% | +32.1% |
| Q2 2021 | $5,279,000 | +31.8% | 19,645 | +27.6% | 0.03% | +21.7% |
| Q1 2021 | $4,006,000 | -61.8% | 15,391 | -66.2% | 0.02% | -65.2% |
| Q4 2020 | $10,479,000 | +198.3% | 45,598 | +140.5% | 0.07% | +164.0% |
| Q3 2020 | $3,513,000 | +55.6% | 18,958 | +49.4% | 0.02% | +38.9% |
| Q2 2020 | $2,257,000 | -60.9% | 12,690 | -68.4% | 0.02% | -67.3% |
| Q1 2020 | $5,778,000 | +127.1% | 40,159 | +224.9% | 0.06% | +175.0% |
| Q4 2019 | $2,544,000 | +252.8% | 12,362 | +231.2% | 0.02% | +233.3% |
| Q3 2019 | $721,000 | -67.2% | 3,732 | -67.0% | 0.01% | -68.4% |
| Q2 2019 | $2,198,000 | +113.0% | 11,316 | +107.7% | 0.02% | +111.1% |
| Q1 2019 | $1,032,000 | -96.4% | 5,448 | -96.8% | 0.01% | -96.7% |
| Q4 2018 | $28,552,000 | +508.7% | 171,937 | +637.8% | 0.27% | +658.3% |
| Q3 2018 | $4,691,000 | +238.0% | 23,305 | +227.0% | 0.04% | +227.3% |
| Q2 2018 | $1,388,000 | -30.4% | 7,126 | -32.9% | 0.01% | -31.2% |
| Q1 2018 | $1,993,000 | +1.1% | 10,627 | +2.3% | 0.02% | +14.3% |
| Q4 2017 | $1,972,000 | +43.0% | 10,390 | +24.6% | 0.01% | +55.6% |
| Q4 2016 | $1,379,000 | -90.8% | 8,342 | -92.3% | 0.01% | -93.1% |
| Q4 2015 | $15,048,000 | +329.7% | 108,009 | +321.4% | 0.13% | +306.2% |
| Q3 2015 | $3,502,000 | -63.8% | 25,634 | -61.6% | 0.03% | -68.6% |
| Q4 2014 | $9,679,000 | +189.7% | 66,841 | +167.7% | 0.10% | +168.4% |
| Q4 2013 | $3,341,000 | – | 24,966 | – | 0.04% | – |
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% |