ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,699,021 | -4.8% | 455,982 | -0.1% | 6.32% | -0.6% |
| Q2 2023 | $119,396,718 | +5.9% | 456,619 | +1.3% | 6.36% | -0.6% |
| Q1 2023 | $112,717,606 | +2.4% | 450,582 | -1.0% | 6.40% | -2.2% |
| Q4 2022 | $110,068,101 | +11.1% | 455,034 | +0.7% | 6.54% | +4.1% |
| Q3 2022 | $99,068,000 | -2.7% | 451,826 | +0.4% | 6.29% | +2.8% |
| Q2 2022 | $101,853,000 | -15.2% | 450,217 | +0.6% | 6.12% | +0.2% |
| Q1 2022 | $120,124,000 | -3.5% | 447,656 | +1.8% | 6.10% | +2.7% |
| Q4 2021 | $124,512,000 | +12.6% | 439,846 | +4.6% | 5.94% | +1.4% |
| Q3 2021 | $110,593,000 | +0.4% | 420,393 | +2.5% | 5.86% | +0.3% |
| Q2 2021 | $110,185,000 | +6.2% | 410,020 | +2.8% | 5.84% | -2.3% |
| Q1 2021 | $103,767,000 | +12.6% | 398,675 | -0.5% | 5.98% | +6.7% |
| Q4 2020 | $92,119,000 | +24.1% | 400,815 | +0.0% | 5.60% | +10.5% |
| Q3 2020 | $74,249,000 | +6.0% | 400,673 | +1.7% | 5.07% | -2.6% |
| Q2 2020 | $70,066,000 | +23.7% | 394,032 | +0.1% | 5.20% | +1.5% |
| Q1 2020 | $56,639,000 | -28.7% | 393,705 | +2.0% | 5.13% | -11.2% |
| Q4 2019 | $79,409,000 | +5.3% | 385,816 | -1.1% | 5.77% | -2.0% |
| Q3 2019 | $75,403,000 | +1.8% | 390,222 | +2.4% | 5.89% | -1.1% |
| Q2 2019 | $74,054,000 | +6.0% | 381,214 | +3.3% | 5.96% | +0.5% |
| Q1 2019 | $69,872,000 | +18.4% | 368,913 | +3.8% | 5.93% | +4.8% |
| Q4 2018 | $59,017,000 | -13.1% | 355,400 | +5.4% | 5.66% | +1.7% |
| Q3 2018 | $67,897,000 | +8.7% | 337,311 | +5.2% | 5.56% | +2.7% |
| Q2 2018 | $62,438,000 | +8.4% | 320,553 | +4.3% | 5.42% | +6.3% |
| Q1 2018 | $57,623,000 | +1.1% | 307,208 | +2.3% | 5.10% | -1.9% |
| Q4 2017 | $56,993,000 | +7.9% | 300,309 | +1.7% | 5.20% | +2.7% |
| Q3 2017 | $52,841,000 | +6.6% | 295,366 | +3.6% | 5.06% | +4.0% |
| Q2 2017 | $49,580,000 | +4.1% | 285,021 | +2.5% | 4.86% | +2.7% |
| Q1 2017 | $47,617,000 | +9.5% | 278,107 | +5.8% | 4.74% | +5.0% |
| Q4 2016 | $43,470,000 | +11.4% | 262,913 | +4.2% | 4.51% | +8.0% |
| Q3 2016 | $39,018,000 | +10.6% | 252,200 | +6.9% | 4.18% | +3.8% |
| Q2 2016 | $35,267,000 | +9.5% | 235,994 | +5.6% | 4.03% | +9.3% |
| Q1 2016 | $32,221,000 | +8.5% | 223,457 | +4.8% | 3.68% | +6.1% |
| Q4 2015 | $29,704,000 | +11.5% | 213,204 | +9.3% | 3.47% | +6.3% |
| Q3 2015 | $26,639,000 | +8.0% | 194,997 | +18.5% | 3.26% | +16.9% |
| Q2 2015 | $24,676,000 | +42.2% | 164,525 | +44.1% | 2.79% | +38.7% |
| Q1 2015 | $17,356,000 | +17.7% | 114,199 | +12.2% | 2.02% | +14.0% |
| Q4 2014 | $14,744,000 | +20.6% | 101,827 | +13.9% | 1.77% | +17.4% |
| Q3 2014 | $12,230,000 | +3.7% | 89,439 | +8.5% | 1.51% | +2.0% |
| Q2 2014 | $11,790,000 | +170.8% | 82,404 | +160.2% | 1.48% | +120.3% |
| Q1 2014 | $4,354,000 | +19.1% | 31,671 | +15.9% | 0.67% | +30.1% |
| Q4 2013 | $3,655,000 | -54.5% | 27,317 | -57.8% | 0.52% | -56.9% |
| Q3 2013 | $8,038,000 | +12.4% | 64,746 | +4.5% | 1.20% | +6.7% |
| Q2 2013 | $7,154,000 | – | 61,936 | – | 1.12% | – |
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% |