ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,593,460 | -4.8% | 303,162 | -0.2% | 5.86% | -6.0% |
| Q2 2023 | $79,437,836 | +2.9% | 303,801 | -1.6% | 6.23% | -1.8% |
| Q1 2023 | $77,202,677 | +3.7% | 308,613 | +0.3% | 6.34% | -4.9% |
| Q4 2022 | $74,446,162 | +10.9% | 307,769 | +0.5% | 6.67% | -2.6% |
| Q3 2022 | $67,119,000 | -2.5% | 306,117 | +0.6% | 6.85% | +1.2% |
| Q2 2022 | $68,862,000 | -15.6% | 304,390 | +0.1% | 6.77% | -8.8% |
| Q1 2022 | $81,624,000 | -5.0% | 304,182 | +0.2% | 7.42% | -3.8% |
| Q4 2021 | $85,939,000 | +24.2% | 303,587 | +0.7% | 7.72% | -6.3% |
| Q3 2021 | $69,175,000 | -13.9% | 301,613 | +0.9% | 8.24% | +5.6% |
| Q2 2021 | $80,315,000 | -0.1% | 298,871 | -3.2% | 7.80% | -5.0% |
| Q1 2021 | $80,397,000 | +5.2% | 308,888 | -7.1% | 8.21% | -2.3% |
| Q4 2020 | $76,438,000 | +19.4% | 332,585 | -3.8% | 8.41% | +5.9% |
| Q3 2020 | $64,042,000 | -10.5% | 345,593 | -14.2% | 7.94% | -16.0% |
| Q2 2020 | $71,589,000 | -0.1% | 402,592 | -19.2% | 9.45% | -15.7% |
| Q1 2020 | $71,671,000 | -25.0% | 498,199 | +7.2% | 11.21% | -15.3% |
| Q4 2019 | $95,612,000 | +4.8% | 464,842 | -1.7% | 13.24% | +0.5% |
| Q3 2019 | $91,217,000 | +2.9% | 472,873 | +3.6% | 13.16% | -2.8% |
| Q2 2019 | $88,628,000 | +4.1% | 456,234 | +1.5% | 13.54% | +1.0% |
| Q1 2019 | $85,100,000 | +12.8% | 449,314 | -1.1% | 13.41% | +2.2% |
| Q4 2018 | $75,413,000 | -19.1% | 454,210 | -1.9% | 13.12% | -12.3% |
| Q3 2018 | $93,192,000 | +3.4% | 462,976 | +0.0% | 14.96% | +1.1% |
| Q2 2018 | $90,135,000 | +4.7% | 462,752 | +0.8% | 14.80% | +5.6% |
| Q1 2018 | $86,114,000 | -12.3% | 459,105 | -11.3% | 14.01% | -6.9% |
| Q4 2017 | $98,182,000 | +8.0% | 517,347 | +1.8% | 15.04% | +1.1% |
| Q3 2017 | $90,948,000 | +4.2% | 508,376 | +1.3% | 14.88% | +0.7% |
| Q2 2017 | $87,261,000 | +3.0% | 501,646 | +1.3% | 14.77% | -0.4% |
| Q1 2017 | $84,753,000 | +2.6% | 494,995 | -1.0% | 14.83% | -3.1% |
| Q4 2016 | $82,640,000 | +4.3% | 499,821 | -2.4% | 15.30% | +4.3% |
| Q3 2016 | $79,230,000 | +3.7% | 512,118 | +0.2% | 14.66% | +1.5% |
| Q2 2016 | $76,388,000 | +3.7% | 511,335 | +0.1% | 14.44% | +1.9% |
| Q1 2016 | $73,684,000 | +9.4% | 511,018 | +5.7% | 14.16% | +5.7% |
| Q4 2015 | $67,368,000 | +4.9% | 483,548 | +2.9% | 13.40% | +1.2% |
| Q3 2015 | $64,192,000 | -7.1% | 469,890 | +2.0% | 13.24% | -2.1% |
| Q2 2015 | $69,111,000 | -3.1% | 460,800 | -1.8% | 13.52% | +1.5% |
| Q1 2015 | $71,319,000 | -99.9% | 469,269 | +0.3% | 13.32% | +1.4% |
| Q4 2014 | $67,740,205,000 | +108478.9% | 467,819 | +2.5% | 13.14% | +5.6% |
| Q3 2014 | $62,388,000 | -2.4% | 456,256 | +2.1% | 12.44% | -3.6% |
| Q2 2014 | $63,922,000 | -99.9% | 446,759 | +0.1% | 12.90% | +2.8% |
| Q1 2014 | $61,351,222,000 | +105601.4% | 446,288 | +2.9% | 12.54% | -0.1% |
| Q4 2013 | $58,042,000 | -99.9% | 433,764 | -7.1% | 12.55% | +3.5% |
| Q3 2013 | $57,967,673,000 | +6.6% | 466,954 | -0.8% | 12.12% | +2.9% |
| Q2 2013 | $54,370,322,000 | – | 470,739 | – | 11.78% | – |
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% |