ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,804,890 | -5.1% | 179,687 | -0.5% | 5.34% | -0.4% |
| Q2 2023 | $47,228,974 | +4.8% | 180,622 | +0.3% | 5.36% | +0.6% |
| Q1 2023 | $45,058,255 | +102676.5% | 180,118 | -0.6% | 5.32% | +1.8% |
| Q4 2022 | $43,841 | -99.9% | 181,244 | -1.0% | 5.23% | +13.0% |
| Q3 2022 | $40,136,000 | -1.4% | 183,050 | +1.7% | 4.63% | +5.0% |
| Q2 2022 | $40,699,000 | -15.7% | 179,902 | +0.0% | 4.40% | -13.3% |
| Q1 2022 | $48,251,000 | -2.9% | 179,813 | +2.4% | 5.08% | +7.3% |
| Q4 2021 | $49,709,000 | +10.8% | 175,602 | +3.0% | 4.74% | +1.6% |
| Q3 2021 | $44,852,000 | +2.7% | 170,493 | +5.0% | 4.66% | -4.9% |
| Q2 2021 | $43,655,000 | +1.1% | 162,449 | -2.1% | 4.90% | -5.9% |
| Q1 2021 | $43,181,000 | +9.2% | 165,900 | -3.6% | 5.21% | -0.1% |
| Q4 2020 | $39,537,000 | +25.1% | 172,025 | +0.9% | 5.21% | +7.8% |
| Q3 2020 | $31,609,000 | +4.4% | 170,573 | +0.2% | 4.83% | -1.3% |
| Q2 2020 | $30,278,000 | +22.1% | 170,276 | -1.2% | 4.90% | +6.4% |
| Q1 2020 | $24,794,000 | -26.6% | 172,350 | +5.1% | 4.60% | -13.2% |
| Q4 2019 | $33,760,000 | +10.2% | 164,027 | +3.4% | 5.30% | +1.6% |
| Q3 2019 | $30,648,000 | -1.2% | 158,606 | -0.7% | 5.21% | -4.7% |
| Q2 2019 | $31,025,000 | +4.6% | 159,712 | +2.0% | 5.47% | -1.7% |
| Q1 2019 | $29,653,000 | +12.6% | 156,562 | -1.3% | 5.57% | +2.8% |
| Q4 2018 | $26,334,000 | -19.9% | 158,578 | -2.9% | 5.42% | -11.2% |
| Q3 2018 | $32,890,000 | +4.4% | 163,394 | +1.0% | 6.10% | +0.2% |
| Q2 2018 | $31,502,000 | +5.7% | 161,730 | +1.8% | 6.08% | +3.3% |
| Q1 2018 | $29,810,000 | +6.9% | 158,926 | +8.2% | 5.89% | +8.0% |
| Q4 2017 | $27,876,000 | +4.7% | 146,890 | -1.3% | 5.45% | -0.0% |
| Q3 2017 | $26,629,000 | +2.7% | 148,850 | -0.1% | 5.45% | -5.1% |
| Q2 2017 | $25,927,000 | +1.1% | 149,050 | -0.5% | 5.75% | +0.6% |
| Q1 2017 | $25,649,000 | -8.3% | 149,806 | -11.5% | 5.71% | -13.7% |
| Q4 2016 | $27,973,000 | +6.8% | 169,184 | -0.1% | 6.62% | +5.9% |
| Q3 2016 | $26,197,000 | +3.7% | 169,330 | +0.1% | 6.25% | +0.6% |
| Q2 2016 | $25,260,000 | +3.1% | 169,088 | -0.4% | 6.22% | +2.0% |
| Q1 2016 | $24,489,000 | +2.6% | 169,836 | -0.9% | 6.10% | +1.2% |
| Q4 2015 | $23,868,000 | +0.6% | 171,319 | -1.3% | 6.02% | -0.6% |
| Q3 2015 | $23,716,000 | -7.9% | 173,608 | +1.1% | 6.06% | -2.3% |
| Q2 2015 | $25,755,000 | +1.6% | 171,720 | +2.9% | 6.20% | +1.7% |
| Q1 2015 | $25,352,000 | +1.4% | 166,814 | -3.4% | 6.10% | -3.3% |
| Q4 2014 | $24,996,000 | +8.9% | 172,625 | +2.9% | 6.30% | +2.6% |
| Q3 2014 | $22,947,000 | -6.6% | 167,810 | -2.3% | 6.14% | -4.5% |
| Q2 2014 | $24,564,000 | +3.8% | 171,675 | -0.2% | 6.43% | -8.8% |
| Q1 2014 | $23,659,000 | +1.4% | 172,103 | -1.3% | 7.05% | +8.9% |
| Q4 2013 | $23,333,000 | +9.3% | 174,369 | +1.4% | 6.48% | +0.1% |
| Q3 2013 | $21,338,000 | +7.6% | 171,887 | +0.1% | 6.47% | +1.7% |
| Q2 2013 | $19,837,000 | – | 171,744 | – | 6.36% | – |
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% |