ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,451,004 | -3.6% | 13,840 | +1.1% | 0.17% | +0.6% |
| Q2 2023 | $3,579,138 | +4.5% | 13,688 | 0.0% | 0.17% | +0.6% |
| Q1 2023 | $3,424,190 | +3.4% | 13,688 | 0.0% | 0.17% | -16.3% |
| Q4 2022 | $3,310,990 | -10.0% | 13,688 | -18.4% | 0.20% | -22.8% |
| Q3 2022 | $3,680,000 | +9.9% | 16,784 | +13.4% | 0.26% | +32.8% |
| Q2 2022 | $3,347,000 | -14.8% | 14,795 | +1.0% | 0.20% | +4.2% |
| Q1 2022 | $3,929,000 | -5.2% | 14,642 | 0.0% | 0.19% | -9.1% |
| Q4 2021 | $4,145,000 | +6.9% | 14,642 | -0.7% | 0.21% | -4.6% |
| Q3 2021 | $3,879,000 | -1.4% | 14,747 | +0.7% | 0.22% | -4.8% |
| Q2 2021 | $3,935,000 | -8.5% | 14,642 | -11.4% | 0.23% | -18.4% |
| Q1 2021 | $4,300,000 | +1.4% | 16,522 | -10.5% | 0.28% | -12.1% |
| Q4 2020 | $4,242,000 | +24.0% | 18,459 | 0.0% | 0.32% | +25.9% |
| Q3 2020 | $3,421,000 | +4.2% | 18,459 | 0.0% | 0.26% | +27.5% |
| Q2 2020 | $3,282,000 | -13.6% | 18,459 | -30.1% | 0.20% | -35.1% |
| Q1 2020 | $3,798,000 | -32.9% | 26,401 | -4.0% | 0.31% | -29.5% |
| Q4 2019 | $5,658,000 | +6.5% | 27,491 | 0.0% | 0.44% | +1.6% |
| Q3 2019 | $5,312,000 | -0.5% | 27,491 | 0.0% | 0.43% | +2.1% |
| Q2 2019 | $5,340,000 | +2.6% | 27,491 | 0.0% | 0.42% | -0.2% |
| Q1 2019 | $5,207,000 | +213.9% | 27,491 | +175.2% | 0.42% | +195.1% |
| Q4 2018 | $1,659,000 | -17.1% | 9,991 | +0.5% | 0.14% | -18.8% |
| Q3 2018 | $2,001,000 | -1.5% | 9,939 | -4.7% | 0.18% | -5.9% |
| Q2 2018 | $2,031,000 | +3.8% | 10,427 | 0.0% | 0.19% | +3.3% |
| Q1 2018 | $1,956,000 | -21.3% | 10,427 | -20.4% | 0.18% | -20.6% |
| Q4 2017 | $2,485,000 | +6.1% | 13,093 | 0.0% | 0.23% | -2.1% |
| Q3 2017 | $2,342,000 | +27.1% | 13,093 | +23.6% | 0.23% | -21.0% |
| Q2 2017 | $1,843,000 | -10.1% | 10,593 | -11.5% | 0.30% | -12.2% |
| Q1 2017 | $2,050,000 | +3.3% | 11,972 | -0.3% | 0.34% | -2.9% |
| Q4 2016 | $1,985,000 | -11.5% | 12,003 | -17.2% | 0.35% | -25.3% |
| Q3 2016 | $2,244,000 | +7.2% | 14,503 | +3.5% | 0.46% | +19.0% |
| Q2 2016 | $2,094,000 | +3.7% | 14,015 | 0.0% | 0.39% | +2.9% |
| Q1 2016 | $2,020,000 | +25.9% | 14,015 | +21.7% | 0.38% | +1.1% |
| Q4 2015 | $1,604,000 | +2.0% | 11,515 | 0.0% | 0.37% | +39.6% |
| Q3 2015 | $1,573,000 | -8.9% | 11,515 | 0.0% | 0.27% | -54.0% |
| Q2 2015 | $1,727,000 | +354.5% | 11,515 | +360.6% | 0.58% | +175.0% |
| Q1 2015 | $380,000 | +5.0% | 2,500 | 0.0% | 0.21% | +152.4% |
| Q4 2014 | $362,000 | -73.2% | 2,500 | -73.5% | 0.08% | -55.3% |
| Q2 2014 | $1,352,000 | – | 9,449 | – | 0.19% | – |
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% |