ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $264,000 | +13.3% | 1,015 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $233,000 | +24.6% | 1,015 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $187,000 | +4.5% | 1,007 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $179,000 | +23.4% | 1,007 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $145,000 | -21.6% | 1,007 | +11.8% | 0.01% | 0.0% |
| Q4 2019 | $185,000 | +13.5% | 901 | +6.6% | 0.01% | -14.3% |
| Q3 2019 | $163,000 | +2.5% | 845 | +3.2% | 0.01% | +16.7% |
| Q2 2019 | $159,000 | +27.2% | 819 | +23.9% | 0.01% | +20.0% |
| Q1 2019 | $125,000 | +50.6% | 661 | +31.9% | 0.01% | +25.0% |
| Q4 2018 | $83,000 | +10.7% | 501 | +34.0% | 0.00% | +33.3% |
| Q3 2018 | $75,000 | -98.9% | 374 | -98.9% | 0.00% | -99.1% |
| Q2 2018 | $6,780,000 | +3.8% | 34,809 | -0.1% | 0.32% | +11.7% |
| Q1 2018 | $6,533,000 | -1.1% | 34,829 | +0.1% | 0.28% | -1.4% |
| Q4 2017 | $6,603,000 | +6.1% | 34,794 | 0.0% | 0.29% | +9.1% |
| Q3 2017 | $6,225,000 | +2.8% | 34,794 | -0.1% | 0.26% | +1.5% |
| Q2 2017 | $6,057,000 | +1.4% | 34,821 | -0.2% | 0.26% | +3.2% |
| Q1 2017 | $5,974,000 | +4.9% | 34,889 | +1.3% | 0.25% | +2.9% |
| Q4 2016 | $5,693,000 | +6.9% | 34,435 | 0.0% | 0.24% | +9.4% |
| Q3 2016 | $5,327,000 | +3.6% | 34,435 | 0.0% | 0.22% | +0.5% |
| Q2 2016 | $5,144,000 | +3.6% | 34,435 | 0.0% | 0.22% | +7.8% |
| Q1 2016 | $4,965,000 | +6.0% | 34,435 | +2.4% | 0.21% | +22.6% |
| Q4 2015 | $4,686,000 | +2.0% | 33,635 | 0.0% | 0.17% | +0.6% |
| Q3 2015 | $4,595,000 | -8.8% | 33,635 | +0.1% | 0.17% | +4.4% |
| Q2 2015 | $5,041,000 | -1.3% | 33,613 | 0.0% | 0.16% | -0.6% |
| Q1 2015 | $5,109,000 | +5.0% | 33,613 | +0.0% | 0.16% | -2.4% |
| Q4 2014 | $4,865,000 | +7.5% | 33,600 | +1.5% | 0.16% | +8.6% |
| Q3 2014 | $4,526,000 | -2.4% | 33,100 | +2.2% | 0.15% | -1.3% |
| Q2 2014 | $4,636,000 | +3.8% | 32,400 | -0.3% | 0.15% | +2.0% |
| Q1 2014 | $4,468,000 | -4.8% | 32,505 | -7.3% | 0.15% | -7.9% |
| Q4 2013 | $4,693,000 | +7.8% | 35,075 | 0.0% | 0.16% | +0.6% |
| Q3 2013 | $4,354,000 | +7.5% | 35,075 | 0.0% | 0.16% | -4.7% |
| Q2 2013 | $4,051,000 | – | 35,075 | – | 0.17% | – |
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% |