ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,564,577 | +4.3% | 1,032,262 | +8.9% | 11.09% | +5.2% |
| Q2 2023 | $247,786,422 | +3.0% | 947,625 | -1.5% | 10.54% | -3.6% |
| Q1 2023 | $240,659,000 | -0.3% | 962,018 | -3.6% | 10.93% | -5.4% |
| Q4 2022 | $241,372,462 | +11.2% | 997,863 | +0.8% | 11.56% | -12.2% |
| Q3 2022 | $217,139,000 | -15.7% | 990,328 | +3.2% | 13.16% | +0.6% |
| Q1 2022 | $257,486,000 | -3.6% | 959,559 | +1.7% | 13.08% | +0.4% |
| Q4 2021 | $267,128,000 | +13.3% | 943,657 | +5.3% | 13.02% | +3.7% |
| Q3 2021 | $235,668,000 | -14.1% | 895,865 | -12.3% | 12.56% | +14.2% |
| Q2 2021 | $274,484,000 | +19.5% | 1,021,420 | +15.8% | 11.00% | +9.3% |
| Q1 2021 | $229,661,000 | +27.8% | 882,396 | +12.9% | 10.06% | +15.7% |
| Q4 2020 | $179,688,000 | +25.0% | 781,845 | +0.8% | 8.70% | +25.3% |
| Q3 2020 | $143,720,000 | +10.7% | 775,608 | +6.2% | 6.94% | +0.6% |
| Q2 2020 | $129,810,000 | +33.5% | 730,005 | +8.0% | 6.90% | +9.6% |
| Q1 2020 | $97,233,000 | +539.9% | 675,887 | +815.3% | 6.29% | +763.4% |
| Q4 2019 | $15,196,000 | -3.0% | 73,840 | -9.0% | 0.73% | -3.2% |
| Q3 2019 | $15,671,000 | +0.3% | 81,099 | +0.9% | 0.75% | -3.8% |
| Q2 2019 | $15,622,000 | -7.8% | 80,414 | -10.1% | 0.78% | -2.0% |
| Q1 2019 | $16,947,000 | -20.7% | 89,465 | -30.5% | 0.80% | -26.8% |
| Q4 2018 | $21,369,000 | -2.3% | 128,693 | +18.9% | 1.09% | -15.6% |
| Q3 2018 | $21,865,000 | +12.0% | 108,195 | +8.4% | 1.29% | +3.8% |
| Q2 2018 | $19,531,000 | -40.1% | 99,838 | -42.6% | 1.25% | -44.1% |
| Q1 2018 | $32,610,000 | -3.9% | 173,846 | -2.8% | 2.23% | -14.1% |
| Q4 2017 | $33,944,000 | +9.7% | 178,859 | +3.4% | 2.60% | -6.7% |
| Q3 2017 | $30,947,000 | -4.2% | 172,986 | -6.8% | 2.78% | +18.5% |
| Q2 2017 | $32,288,000 | +0.3% | 185,619 | -1.2% | 2.35% | -13.1% |
| Q1 2017 | $32,180,000 | +5.2% | 187,945 | +1.6% | 2.70% | -11.4% |
| Q4 2016 | $30,575,000 | -42.2% | 184,924 | -46.9% | 3.05% | -72.3% |
| Q3 2016 | $52,887,000 | +323.0% | 348,047 | +89.6% | 11.00% | -8.4% |
| Q2 2016 | $12,504,000 | -2.4% | 183,563 | +106.6% | 12.01% | +18.4% |
| Q1 2016 | $12,810,000 | – | 88,837 | – | 10.14% | – |
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% |