ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88 | -4.3% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $92 | +4.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $88 | -72.8% | 355 | -73.8% | 0.00% | -71.4% |
| Q4 2022 | $323 | -99.9% | 1,355 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $303,000 | -1.6% | 1,355 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $308,000 | -51.8% | 1,355 | -42.8% | 0.01% | -40.0% |
| Q1 2022 | $639,000 | +2.1% | 2,370 | +7.0% | 0.01% | -16.7% |
| Q4 2021 | $626,000 | +6.3% | 2,215 | 0.0% | 0.01% | -20.0% |
| Q3 2021 | $589,000 | -68.0% | 2,215 | -5.5% | 0.02% | -63.4% |
| Q2 2021 | $1,838,000 | +7.5% | 2,345 | +5.9% | 0.04% | +28.1% |
| Q1 2021 | $1,709,000 | +18.5% | 2,215 | 0.0% | 0.03% | -5.9% |
| Q4 2020 | $1,442,000 | +2118.5% | 2,215 | +523.9% | 0.03% | +1600.0% |
| Q3 2020 | $65,000 | +3.2% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $63,000 | +26.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $50,000 | -30.6% | 355 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $72,000 | +7.5% | 355 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $67,000 | -1.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $68,000 | +1.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $67,000 | +15.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $58,000 | -18.3% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $71,000 | +2.9% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $69,000 | +4.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $66,000 | -1.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $67,000 | +6.3% | 355 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $63,000 | +3.3% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +1.7% | 355 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $60,000 | +3.4% | 355 | 0.0% | 0.01% | -37.5% |
| Q4 2016 | $58,000 | +7.4% | 355 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $54,000 | – | 355 | – | 0.01% | – |
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% |