ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 934 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,163,394 | -5.3% | 32,739 | -0.7% | 0.32% | +3.3% |
| Q2 2023 | $8,622,932 | +6.5% | 32,977 | +1.9% | 0.31% | -7.8% |
| Q1 2023 | $8,095,116 | +5.5% | 32,360 | +2.0% | 0.33% | +2.5% |
| Q4 2022 | $7,674,924 | +9.6% | 31,729 | -0.7% | 0.32% | -11.2% |
| Q3 2022 | $7,003,000 | -4.3% | 31,938 | -1.2% | 0.36% | -1.1% |
| Q2 2022 | $7,316,000 | -18.6% | 32,339 | -3.4% | 0.37% | -21.3% |
| Q1 2022 | $8,985,000 | -13.6% | 33,485 | -8.8% | 0.47% | -1.5% |
| Q4 2021 | $10,396,000 | +7.5% | 36,724 | -0.1% | 0.48% | +13.1% |
| Q3 2021 | $9,675,000 | +0.4% | 36,777 | +2.5% | 0.42% | +0.7% |
| Q2 2021 | $9,640,000 | +1.3% | 35,874 | -1.8% | 0.42% | -8.5% |
| Q1 2021 | $9,513,000 | +13.9% | 36,548 | +0.6% | 0.46% | +5.3% |
| Q4 2020 | $8,350,000 | +22.2% | 36,330 | -1.5% | 0.43% | -0.7% |
| Q3 2020 | $6,833,000 | +3.1% | 36,873 | -1.1% | 0.44% | -5.0% |
| Q2 2020 | $6,627,000 | +13.5% | 37,271 | -8.1% | 0.46% | -13.7% |
| Q1 2020 | $5,837,000 | -45.1% | 40,577 | -21.4% | 0.53% | -23.4% |
| Q4 2019 | $10,623,000 | +6.5% | 51,611 | -0.0% | 0.70% | -2.0% |
| Q3 2019 | $9,973,000 | -4.7% | 51,615 | -4.2% | 0.71% | -10.6% |
| Q2 2019 | $10,462,000 | -4.1% | 53,854 | -6.5% | 0.79% | -7.1% |
| Q1 2019 | $10,913,000 | +13.9% | 57,621 | -0.1% | 0.86% | -8.6% |
| Q4 2018 | $9,578,000 | -73.6% | 57,680 | -68.0% | 0.94% | -67.8% |
| Q3 2018 | $36,272,000 | +3.5% | 180,197 | +0.1% | 2.90% | -6.3% |
| Q2 2018 | $35,061,000 | +3.6% | 180,001 | -0.2% | 3.10% | -5.4% |
| Q1 2018 | $33,827,000 | +0.3% | 180,341 | +1.5% | 3.28% | +0.6% |
| Q4 2017 | $33,733,000 | +8.3% | 177,747 | +2.1% | 3.26% | -1.7% |
| Q3 2017 | $31,142,000 | +1.9% | 174,077 | -0.9% | 3.31% | -2.8% |
| Q2 2017 | $30,547,000 | +1.2% | 175,607 | -0.4% | 3.41% | +3.1% |
| Q1 2017 | $30,174,000 | +0.5% | 176,227 | -2.9% | 3.30% | -5.1% |
| Q4 2016 | $30,011,000 | +6.7% | 181,513 | -0.2% | 3.48% | -7.5% |
| Q3 2016 | $28,128,000 | +4.0% | 181,814 | +0.4% | 3.76% | +4.1% |
| Q2 2016 | $27,058,000 | +226.3% | 181,123 | +214.9% | 3.62% | +238.9% |
| Q1 2016 | $8,293,000 | +21.5% | 57,513 | +17.4% | 1.07% | +15.7% |
| Q4 2015 | $6,826,000 | -8.4% | 48,992 | -10.2% | 0.92% | -3.9% |
| Q3 2015 | $7,452,000 | -84.7% | 54,551 | -83.3% | 0.96% | -86.1% |
| Q2 2015 | $48,856,000 | – | 325,748 | – | 6.88% | – |
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% |