ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883 | +7.1% | 7,551 | +12.3% | 0.07% | +7.5% |
| Q2 2023 | $1,758 | +6.9% | 6,723 | +2.2% | 0.07% | -2.9% |
| Q1 2023 | $1,645 | -8.0% | 6,576 | -11.0% | 0.07% | -13.8% |
| Q4 2022 | $1,788 | -99.9% | 7,390 | -6.7% | 0.08% | -8.0% |
| Q3 2022 | $1,736,000 | -3.2% | 7,919 | -0.1% | 0.09% | 0.0% |
| Q2 2022 | $1,793,000 | -5.5% | 7,926 | +12.1% | 0.09% | +2.4% |
| Q1 2022 | $1,898,000 | -3.6% | 7,072 | +1.7% | 0.08% | -3.4% |
| Q4 2021 | $1,968,000 | +8.8% | 6,951 | +1.1% | 0.09% | -3.3% |
| Q3 2021 | $1,809,000 | +18.6% | 6,876 | +21.2% | 0.09% | +16.7% |
| Q2 2021 | $1,525,000 | +3.0% | 5,675 | -0.2% | 0.08% | -2.5% |
| Q1 2021 | $1,481,000 | +33.2% | 5,689 | +17.6% | 0.08% | +21.2% |
| Q4 2020 | $1,112,000 | +31.9% | 4,837 | +6.4% | 0.07% | +15.8% |
| Q3 2020 | $843,000 | +127.8% | 4,548 | +118.2% | 0.06% | +111.1% |
| Q2 2020 | $370,000 | +10.8% | 2,084 | -10.2% | 0.03% | -6.9% |
| Q1 2020 | $334,000 | -22.3% | 2,321 | +11.2% | 0.03% | -3.3% |
| Q4 2019 | $430,000 | +4.4% | 2,087 | -2.2% | 0.03% | -6.2% |
| Q3 2019 | $412,000 | -9.8% | 2,134 | -9.3% | 0.03% | -15.8% |
| Q2 2019 | $457,000 | +75.1% | 2,354 | +70.7% | 0.04% | +58.3% |
| Q1 2019 | $261,000 | -16.6% | 1,379 | -26.8% | 0.02% | -25.0% |
| Q4 2018 | $313,000 | -25.7% | 1,883 | -10.0% | 0.03% | -20.0% |
| Q3 2018 | $421,000 | +23.1% | 2,092 | +19.1% | 0.04% | +17.6% |
| Q2 2018 | $342,000 | +14.4% | 1,756 | +10.0% | 0.03% | +13.3% |
| Q1 2018 | $299,000 | +2.7% | 1,596 | +4.0% | 0.03% | 0.0% |
| Q4 2017 | $291,000 | +0.3% | 1,535 | -5.2% | 0.03% | -14.3% |
| Q3 2017 | $290,000 | +16.9% | 1,620 | +13.7% | 0.04% | +9.4% |
| Q2 2017 | $248,000 | +63.2% | 1,425 | +60.5% | 0.03% | +45.5% |
| Q1 2017 | $152,000 | +2.0% | 888 | -1.3% | 0.02% | -8.3% |
| Q4 2016 | $149,000 | +7.2% | 900 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $139,000 | +3.7% | 900 | 0.0% | 0.02% | -3.8% |
| Q2 2016 | $134,000 | -7.6% | 900 | -10.4% | 0.03% | -13.3% |
| Q1 2016 | $145,000 | +27.2% | 1,005 | +22.6% | 0.03% | +20.0% |
| Q4 2015 | $114,000 | -23.5% | 820 | -25.0% | 0.02% | -24.2% |
| Q3 2015 | $149,000 | -6.3% | 1,094 | +3.0% | 0.03% | +3.1% |
| Q2 2015 | $159,000 | +0.6% | 1,062 | +2.0% | 0.03% | -3.0% |
| Q1 2015 | $158,000 | +6.0% | 1,041 | +0.9% | 0.03% | -5.7% |
| Q4 2014 | $149,000 | +53.6% | 1,032 | +45.8% | 0.04% | +45.8% |
| Q3 2014 | $97,000 | -4.0% | 708 | 0.0% | 0.02% | -7.7% |
| Q2 2014 | $101,000 | +4.1% | 708 | 0.0% | 0.03% | -3.7% |
| Q1 2014 | $97,000 | +67.2% | 708 | +63.1% | 0.03% | +35.0% |
| Q4 2013 | $58,000 | +7.4% | 434 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $54,000 | -36.5% | 434 | -41.3% | 0.02% | -41.2% |
| Q2 2013 | $85,000 | – | 739 | – | 0.03% | – |
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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% |