ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,334,178 | -15.2% | 149,726 | -11.1% | 0.31% | -18.8% |
| Q2 2023 | $44,015,190 | +4.9% | 168,331 | +0.3% | 0.38% | +3.0% |
| Q1 2023 | $41,973,346 | +28.2% | 167,786 | +23.9% | 0.37% | +27.1% |
| Q4 2022 | $32,748,520 | +9.0% | 135,386 | -1.2% | 0.29% | +2.8% |
| Q3 2022 | $30,042,000 | -6.4% | 137,016 | -3.4% | 0.28% | -9.0% |
| Q2 2022 | $32,091,000 | -18.9% | 141,851 | -3.8% | 0.31% | -27.3% |
| Q1 2022 | $39,558,000 | -17.4% | 147,416 | -12.9% | 0.43% | -20.4% |
| Q4 2021 | $47,900,000 | +5.0% | 169,211 | -2.4% | 0.54% | +22.8% |
| Q3 2021 | $45,611,000 | -2.8% | 173,381 | -0.7% | 0.44% | +5.8% |
| Q2 2021 | $46,930,000 | +3.2% | 174,635 | -0.1% | 0.42% | -6.5% |
| Q1 2021 | $45,488,000 | +4.0% | 174,765 | -8.2% | 0.44% | -9.9% |
| Q4 2020 | $43,747,000 | +16.1% | 190,345 | -6.4% | 0.49% | -11.2% |
| Q3 2020 | $37,682,000 | -0.6% | 203,345 | -4.6% | 0.56% | +9.3% |
| Q2 2020 | $37,914,000 | +18.8% | 213,215 | -3.9% | 0.51% | +2.8% |
| Q1 2020 | $31,926,000 | -27.9% | 221,925 | +3.1% | 0.49% | +43.2% |
| Q4 2019 | $44,297,000 | +3.9% | 215,220 | -2.4% | 0.34% | +3.9% |
| Q3 2019 | $42,626,000 | +0.4% | 220,595 | +0.9% | 0.33% | +5.7% |
| Q2 2019 | $42,469,000 | -3.4% | 218,620 | -5.8% | 0.31% | +1.0% |
| Q1 2019 | $43,945,000 | +8.3% | 232,021 | -5.0% | 0.31% | -1.3% |
| Q4 2018 | $40,559,000 | -20.9% | 244,246 | -4.2% | 0.32% | -6.5% |
| Q3 2018 | $51,303,000 | +2.1% | 254,869 | -1.2% | 0.34% | +2.7% |
| Q2 2018 | $50,229,000 | -1.9% | 257,876 | -5.6% | 0.33% | -19.6% |
| Q1 2018 | $51,224,000 | -1.8% | 273,094 | -0.6% | 0.41% | +13.0% |
| Q4 2017 | $52,149,000 | +5.1% | 274,786 | -0.9% | 0.36% | +2.6% |
| Q3 2017 | $49,609,000 | +5.0% | 277,298 | +2.1% | 0.35% | +6.7% |
| Q2 2017 | $47,232,000 | +2.4% | 271,527 | +0.8% | 0.33% | +3.8% |
| Q1 2017 | $46,121,000 | +3.0% | 269,364 | -0.6% | 0.32% | -3.6% |
| Q4 2016 | $44,788,000 | +2.2% | 270,886 | -4.4% | 0.33% | -7.8% |
| Q3 2016 | $43,829,000 | -17.0% | 283,297 | -19.8% | 0.36% | -23.5% |
| Q2 2016 | $52,794,000 | -4.3% | 353,396 | -6.0% | 0.47% | -17.8% |
| Q1 2016 | $55,147,000 | -8.4% | 375,940 | -12.9% | 0.57% | -3.1% |
| Q4 2015 | $60,190,000 | -90.9% | 431,839 | -10.7% | 0.59% | -15.7% |
| Q3 2015 | $660,947,000 | +818.6% | 483,820 | +0.9% | 0.70% | +13.4% |
| Q2 2015 | $71,949,000 | -1.5% | 479,726 | -0.2% | 0.61% | +2.7% |
| Q1 2015 | $73,025,000 | +8.5% | 480,494 | +2.2% | 0.60% | +3.5% |
| Q2 2014 | $67,278,000 | +3.0% | 470,215 | -1.0% | 0.58% | -9.3% |
| Q1 2014 | $65,320,000 | +0.0% | 475,190 | -2.6% | 0.64% | -3.6% |
| Q4 2013 | $65,317,000 | +6.7% | 488,025 | -1.1% | 0.66% | -3.8% |
| Q3 2013 | $61,241,000 | +4.5% | 493,325 | -2.8% | 0.69% | -5.2% |
| Q2 2013 | $58,592,000 | – | 507,290 | – | 0.72% | – |
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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% |