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 | $463,542 | +6.1% | 1,859 | +11.3% | 0.01% | +25.0% |
| Q2 2023 | $436,964 | -9.5% | 1,671 | -13.4% | 0.00% | -20.0% |
| Q1 2023 | $482,809 | -82.7% | 1,930 | -83.3% | 0.01% | -80.8% |
| Q4 2022 | $2,791,894 | +589.4% | 11,542 | +525.2% | 0.03% | +420.0% |
| Q3 2022 | $405,000 | -36.9% | 1,846 | -35.0% | 0.01% | -37.5% |
| Q2 2022 | $642,000 | -78.8% | 2,840 | -74.9% | 0.01% | -76.5% |
| Q1 2022 | $3,035,000 | -97.5% | 11,311 | -97.5% | 0.03% | -98.1% |
| Q1 2021 | $119,371,000 | +7895.4% | 458,624 | +6959.0% | 1.82% | +7176.0% |
| Q4 2020 | $1,493,000 | -32.7% | 6,497 | -57.8% | 0.02% | -55.4% |
| Q1 2020 | $2,217,000 | -12.2% | 15,409 | +25.6% | 0.06% | +5.7% |
| Q4 2019 | $2,525,000 | +12.1% | 12,267 | +5.3% | 0.05% | +3.9% |
| Q3 2019 | $2,252,000 | -0.1% | 11,652 | +0.4% | 0.05% | +6.2% |
| Q2 2019 | $2,254,000 | -40.3% | 11,603 | -41.8% | 0.05% | -46.7% |
| Q1 2019 | $3,774,000 | +1.2% | 19,925 | -11.3% | 0.09% | -10.0% |
| Q4 2018 | $3,731,000 | +71.8% | 22,469 | +108.2% | 0.10% | +81.8% |
| Q3 2018 | $2,172,000 | -34.2% | 10,792 | -36.4% | 0.06% | -42.1% |
| Q2 2018 | $3,303,000 | +6.8% | 16,960 | +2.8% | 0.10% | -2.1% |
| Q1 2018 | $3,094,000 | -22.8% | 16,494 | -21.9% | 0.10% | -21.1% |
| Q4 2017 | $4,009,000 | +1.9% | 21,123 | -4.0% | 0.12% | -7.5% |
| Q3 2017 | $3,934,000 | +4.8% | 21,992 | +1.9% | 0.13% | -8.9% |
| Q2 2017 | $3,754,000 | -5.3% | 21,581 | -6.8% | 0.15% | -17.0% |
| Q1 2017 | $3,966,000 | -43.0% | 23,161 | -45.0% | 0.18% | -51.4% |
| Q4 2016 | $6,961,000 | -35.1% | 42,096 | -39.3% | 0.36% | -41.2% |
| Q3 2016 | $10,729,000 | +8.3% | 69,349 | +4.5% | 0.62% | -3.9% |
| Q2 2016 | $9,910,000 | -99.8% | 66,337 | +118.5% | 0.64% | +89.1% |
| Q1 2016 | $4,377,897,000 | +118574.4% | 30,362 | +14.7% | 0.34% | +13.4% |
| Q4 2015 | $3,689,000 | -7.6% | 26,481 | -9.4% | 0.30% | -16.0% |
| Q3 2015 | $3,992,000 | -4.8% | 29,223 | +4.5% | 0.36% | -7.3% |
| Q2 2015 | $4,194,000 | -31.5% | 27,966 | -30.6% | 0.38% | -31.1% |
| Q1 2015 | $6,125,000 | +81.2% | 40,304 | +72.7% | 0.56% | +80.3% |
| Q4 2014 | $3,380,000 | – | 23,343 | – | 0.31% | – |
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% |