ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,356,346 | -2.2% | 201,951 | +2.5% | 1.78% | +2.3% |
| Q2 2023 | $51,492,976 | +12.1% | 196,937 | +7.2% | 1.74% | +3.3% |
| Q1 2023 | $45,951,262 | +6.5% | 183,688 | +3.0% | 1.69% | -0.8% |
| Q4 2022 | $43,155,477 | +42.1% | 178,410 | +28.8% | 1.70% | +31.5% |
| Q3 2022 | $30,362,000 | -1.1% | 138,474 | +2.0% | 1.29% | +2.1% |
| Q2 2022 | $30,702,000 | -11.3% | 135,710 | +5.2% | 1.27% | +1.0% |
| Q1 2022 | $34,601,000 | +2.9% | 128,948 | +8.6% | 1.26% | +2.2% |
| Q4 2021 | $33,621,000 | +16.1% | 118,772 | +7.9% | 1.23% | +3.6% |
| Q3 2021 | $28,962,000 | +3.1% | 110,095 | +5.3% | 1.18% | +1.4% |
| Q2 2021 | $28,098,000 | +0.6% | 104,565 | -2.6% | 1.17% | -6.5% |
| Q1 2021 | $27,935,000 | +14.2% | 107,334 | +0.8% | 1.25% | +2.0% |
| Q4 2020 | $24,469,000 | +30.1% | 106,466 | +4.9% | 1.22% | +13.0% |
| Q3 2020 | $18,801,000 | -1.2% | 101,456 | -5.2% | 1.08% | -9.6% |
| Q2 2020 | $19,031,000 | +0.6% | 107,029 | -18.6% | 1.20% | -17.6% |
| Q1 2020 | $18,909,000 | -24.2% | 131,442 | +8.5% | 1.46% | -8.6% |
| Q4 2019 | $24,942,000 | +21.4% | 121,184 | +13.9% | 1.59% | +11.1% |
| Q3 2019 | $20,552,000 | +1.8% | 106,363 | +2.4% | 1.43% | -0.3% |
| Q2 2019 | $20,185,000 | +12.9% | 103,908 | +10.0% | 1.44% | +8.8% |
| Q1 2019 | $17,886,000 | +40.8% | 94,435 | +23.4% | 1.32% | +25.8% |
| Q4 2018 | $12,707,000 | -27.3% | 76,519 | -11.9% | 1.05% | -17.6% |
| Q3 2018 | $17,488,000 | +95.6% | 86,878 | +89.3% | 1.27% | +81.7% |
| Q2 2018 | $8,939,000 | +79.1% | 45,888 | +72.4% | 0.70% | +71.8% |
| Q1 2018 | $4,991,000 | +70.8% | 26,610 | +72.8% | 0.41% | +63.2% |
| Q4 2017 | $2,922,000 | +12.6% | 15,395 | +6.1% | 0.25% | +3.7% |
| Q3 2017 | $2,596,000 | +13.4% | 14,510 | +10.2% | 0.24% | +8.6% |
| Q2 2017 | $2,290,000 | +48.5% | 13,164 | +46.2% | 0.22% | +44.2% |
| Q1 2017 | $1,542,000 | +3.0% | 9,007 | -0.6% | 0.15% | -3.1% |
| Q4 2016 | $1,497,000 | +9.8% | 9,057 | +2.7% | 0.16% | +2.6% |
| Q3 2016 | $1,364,000 | +3.6% | 8,815 | 0.0% | 0.16% | +3.3% |
| Q2 2016 | $1,317,000 | +3.6% | 8,815 | 0.0% | 0.15% | +0.7% |
| Q1 2016 | $1,271,000 | -1.0% | 8,815 | -4.3% | 0.15% | -1.3% |
| Q4 2015 | $1,284,000 | +2.0% | 9,215 | 0.0% | 0.15% | -1.9% |
| Q3 2015 | $1,259,000 | -7.9% | 9,215 | +1.1% | 0.15% | +1.3% |
| Q2 2015 | $1,367,000 | +10.7% | 9,115 | +12.2% | 0.15% | +10.9% |
| Q1 2015 | $1,235,000 | +4.7% | 8,123 | -0.3% | 0.14% | +3.8% |
| Q4 2014 | $1,179,000 | +5.6% | 8,147 | -0.2% | 0.13% | +3.1% |
| Q3 2014 | $1,117,000 | -1.7% | 8,165 | +2.8% | 0.13% | +0.8% |
| Q2 2014 | $1,136,000 | +4.6% | 7,940 | +0.4% | 0.13% | 0.0% |
| Q1 2014 | $1,086,000 | +3.4% | 7,905 | +0.7% | 0.13% | +0.8% |
| Q4 2013 | $1,050,000 | +6.3% | 7,850 | -1.3% | 0.13% | -5.3% |
| Q3 2013 | $988,000 | -0.4% | 7,955 | -7.4% | 0.13% | -7.0% |
| Q2 2013 | $992,000 | – | 8,595 | – | 0.14% | – |
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% |