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 | $23,701,654 | -53.0% | 95,054 | -50.7% | 0.06% | +1.8% |
| Q2 2023 | $50,416,528 | +154.0% | 192,812 | -2.5% | 0.06% | +150.0% |
| Q1 2023 | $19,852,816 | -3.3% | 197,754 | +94.9% | 0.02% | -68.1% |
| Q4 2022 | $20,529,591 | -9.2% | 101,454 | -1.6% | 0.07% | +13.1% |
| Q3 2022 | $22,602,000 | -3.0% | 103,088 | +0.1% | 0.06% | 0.0% |
| Q2 2022 | $23,298,000 | -18.7% | 102,986 | -3.5% | 0.06% | -3.2% |
| Q1 2022 | $28,649,000 | -4.2% | 106,762 | +1.0% | 0.06% | +1.6% |
| Q4 2021 | $29,919,000 | +10.7% | 105,691 | +2.9% | 0.06% | -1.6% |
| Q3 2021 | $27,023,000 | -5.2% | 102,727 | -3.2% | 0.06% | -3.1% |
| Q2 2021 | $28,509,000 | +0.4% | 106,090 | -2.8% | 0.06% | -8.5% |
| Q1 2021 | $28,397,000 | +13.0% | 109,102 | -0.2% | 0.07% | +7.6% |
| Q4 2020 | $25,123,000 | +30.0% | 109,308 | +4.8% | 0.07% | +11.9% |
| Q3 2020 | $19,318,000 | +16.3% | 104,338 | +11.7% | 0.06% | -27.2% |
| Q2 2020 | $16,615,000 | -3.9% | 93,434 | -22.3% | 0.08% | +9.5% |
| Q1 2020 | $17,297,000 | -56.9% | 120,217 | -38.4% | 0.07% | -43.5% |
| Q4 2019 | $40,178,000 | +5.3% | 195,210 | -1.1% | 0.13% | -2.2% |
| Q3 2019 | $38,140,000 | -1.7% | 197,381 | -1.2% | 0.13% | -1.5% |
| Q2 2019 | $38,811,000 | +0.6% | 199,790 | -1.9% | 0.14% | -8.7% |
| Q1 2019 | $38,585,000 | +13.7% | 203,725 | -0.3% | 0.15% | -1.3% |
| Q4 2018 | $33,922,000 | -17.6% | 204,279 | -0.1% | 0.15% | -3.2% |
| Q3 2018 | $41,179,000 | +6.5% | 204,581 | +3.1% | 0.16% | -1.3% |
| Q2 2018 | $38,669,000 | +5.1% | 198,525 | +1.2% | 0.16% | -1.2% |
| Q1 2018 | $36,796,000 | -2.8% | 196,178 | -1.6% | 0.16% | 0.0% |
| Q4 2017 | $37,839,000 | -8.7% | 199,380 | -14.0% | 0.16% | -15.3% |
| Q3 2017 | $41,467,000 | +2.3% | 231,789 | -0.5% | 0.19% | -25.6% |
| Q2 2017 | $40,528,000 | -1.0% | 232,984 | -2.5% | 0.25% | -1.2% |
| Q1 2017 | $40,921,000 | +6.7% | 238,993 | +3.0% | 0.26% | +1.2% |
| Q4 2016 | $38,356,000 | +37.7% | 231,989 | +28.9% | 0.25% | +31.6% |
| Q3 2016 | $27,853,000 | +4.5% | 180,034 | +0.9% | 0.19% | -1.0% |
| Q2 2016 | $26,664,000 | +2.2% | 178,482 | -1.4% | 0.20% | -3.5% |
| Q1 2016 | $26,090,000 | -0.0% | 180,939 | -3.4% | 0.20% | -1.0% |
| Q4 2015 | $26,096,000 | +2.1% | 187,311 | +0.2% | 0.20% | -2.9% |
| Q3 2015 | $25,550,000 | -7.4% | 187,024 | +1.7% | 0.21% | +4.5% |
| Q2 2015 | $27,577,000 | -3.5% | 183,871 | -2.2% | 0.20% | -4.7% |
| Q1 2015 | $28,568,000 | -1.7% | 187,973 | -6.4% | 0.21% | -5.0% |
| Q4 2014 | $29,069,000 | +5.3% | 200,754 | -0.5% | 0.22% | +2.3% |
| Q3 2014 | $27,601,000 | -5.5% | 201,848 | -1.1% | 0.22% | -8.4% |
| Q2 2014 | $29,202,000 | +1.0% | 204,099 | -1.8% | 0.24% | -3.7% |
| Q1 2014 | $28,921,000 | – | 207,886 | – | 0.25% | – |
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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% |