ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $904,000 | +1.1% | 3,474 | -10.7% | 0.04% | -6.5% |
| Q4 2020 | $894,000 | +16.9% | 3,889 | -6.4% | 0.05% | +4.5% |
| Q3 2020 | $765,000 | +3.2% | 4,156 | -0.1% | 0.04% | 0.0% |
| Q2 2020 | $741,000 | -7.6% | 4,162 | -25.3% | 0.04% | -22.8% |
| Q1 2020 | $802,000 | -38.1% | 5,575 | -11.4% | 0.06% | -23.0% |
| Q4 2019 | $1,296,000 | +2.5% | 6,294 | -3.2% | 0.07% | -2.6% |
| Q2 2019 | $1,264,000 | +3.0% | 6,504 | +0.4% | 0.08% | -1.3% |
| Q1 2019 | $1,227,000 | +14.0% | 6,481 | -0.0% | 0.08% | 0.0% |
| Q4 2018 | $1,076,000 | -24.1% | 6,482 | -8.0% | 0.08% | -8.3% |
| Q3 2018 | $1,418,000 | +7.4% | 7,044 | +3.9% | 0.08% | +1.2% |
| Q2 2018 | $1,320,000 | -10.8% | 6,778 | -14.1% | 0.08% | -12.6% |
| Q1 2018 | $1,480,000 | -12.7% | 7,889 | -11.7% | 0.10% | -12.0% |
| Q4 2017 | $1,696,000 | -2.9% | 8,933 | -8.4% | 0.11% | -5.3% |
| Q3 2017 | $1,746,000 | +3.5% | 9,756 | +0.6% | 0.11% | +2.7% |
| Q2 2017 | $1,687,000 | -6.9% | 9,695 | -8.4% | 0.11% | -8.3% |
| Q1 2017 | $1,812,000 | -1.8% | 10,581 | -5.2% | 0.12% | -6.9% |
| Q4 2016 | $1,846,000 | +21.2% | 11,162 | +13.4% | 0.13% | +18.2% |
| Q3 2016 | $1,523,000 | +73.3% | 9,843 | +67.3% | 0.11% | +66.7% |
| Q2 2016 | $879,000 | +14.6% | 5,884 | +10.6% | 0.07% | +13.8% |
| Q1 2016 | $767,000 | -1.9% | 5,321 | -5.2% | 0.06% | 0.0% |
| Q4 2015 | $782,000 | -15.7% | 5,611 | -17.4% | 0.06% | -20.5% |
| Q3 2015 | $928,000 | -32.7% | 6,791 | -26.2% | 0.07% | -5.2% |
| Q2 2015 | $1,379,000 | -94.9% | 9,198 | -94.8% | 0.08% | -93.6% |
| Q1 2015 | $26,838,000 | +12.4% | 176,592 | +7.1% | 1.20% | +10.8% |
| Q4 2014 | $23,870,000 | -3.8% | 164,845 | -9.1% | 1.08% | -2.1% |
| Q3 2014 | $24,810,000 | -8.3% | 181,439 | -4.1% | 1.10% | -6.0% |
| Q2 2014 | $27,062,000 | +2.2% | 189,137 | -1.8% | 1.18% | -2.6% |
| Q1 2014 | $26,482,000 | +2.2% | 192,644 | -0.5% | 1.21% | +7.0% |
| Q4 2013 | $25,906,000 | +7.8% | 193,601 | -0.0% | 1.13% | -1.7% |
| Q3 2013 | $24,042,000 | +7.3% | 193,666 | -0.2% | 1.15% | +1.2% |
| Q2 2013 | $22,402,000 | – | 193,958 | – | 1.14% | – |
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% |