ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,098,114 | -5.5% | 136,748 | -0.9% | 0.11% | +4.8% |
| Q2 2023 | $36,085,286 | +6.1% | 138,004 | +1.5% | 0.10% | +2.0% |
| Q1 2023 | $34,021,260 | +14.6% | 135,998 | +10.8% | 0.10% | +10.9% |
| Q4 2022 | $29,692,723 | +8.7% | 122,753 | -1.5% | 0.09% | -6.1% |
| Q3 2022 | $27,314,000 | -6.0% | 124,572 | -3.0% | 0.10% | +14.0% |
| Q2 2022 | $29,066,000 | -25.1% | 128,478 | -11.2% | 0.09% | -14.9% |
| Q1 2022 | $38,820,000 | -4.1% | 144,669 | +1.1% | 0.10% | +6.3% |
| Q4 2021 | $40,488,000 | +8.9% | 143,026 | +1.2% | 0.10% | -1.0% |
| Q3 2021 | $37,168,000 | -0.4% | 141,285 | +1.8% | 0.10% | +1.1% |
| Q2 2021 | $37,300,000 | -0.5% | 138,801 | -3.6% | 0.10% | -12.0% |
| Q1 2021 | $37,481,000 | +22.7% | 144,004 | +8.3% | 0.11% | +31.7% |
| Q4 2020 | $30,556,000 | +22.6% | 132,951 | -1.1% | 0.08% | +10.8% |
| Q3 2020 | $24,921,000 | +10.0% | 134,484 | +5.5% | 0.07% | -2.6% |
| Q2 2020 | $22,659,000 | +10.6% | 127,430 | -10.5% | 0.08% | -11.6% |
| Q1 2020 | $20,488,000 | -33.1% | 142,419 | -4.3% | 0.09% | -15.7% |
| Q4 2019 | $30,616,000 | +6.8% | 148,748 | +0.3% | 0.10% | -4.7% |
| Q3 2019 | $28,662,000 | +11.9% | 148,325 | +12.5% | 0.11% | +10.3% |
| Q2 2019 | $25,615,000 | +15.9% | 131,855 | +13.0% | 0.10% | +12.8% |
| Q1 2019 | $22,097,000 | +24.0% | 116,667 | +8.7% | 0.09% | +6.2% |
| Q4 2018 | $17,820,000 | -40.8% | 107,313 | -28.2% | 0.08% | -32.5% |
| Q3 2018 | $30,096,000 | +2.2% | 149,512 | -1.1% | 0.12% | -5.5% |
| Q2 2018 | $29,437,000 | +29.7% | 151,131 | +24.9% | 0.13% | +17.6% |
| Q1 2018 | $22,690,000 | -45.8% | 120,967 | -45.1% | 0.11% | -45.7% |
| Q4 2017 | $41,844,000 | +111.3% | 220,487 | +99.2% | 0.20% | +111.7% |
| Q3 2017 | $19,805,000 | -15.5% | 110,709 | -17.8% | 0.09% | -17.5% |
| Q2 2017 | $23,431,000 | -66.4% | 134,697 | -67.0% | 0.11% | -69.1% |
| Q1 2017 | $69,839,000 | +307.9% | 407,890 | +293.9% | 0.37% | +284.4% |
| Q4 2016 | $17,121,000 | +10.1% | 103,550 | +3.0% | 0.10% | +10.3% |
| Q3 2016 | $15,551,000 | +5.3% | 100,514 | +1.7% | 0.09% | +4.8% |
| Q2 2016 | $14,771,000 | +3.8% | 98,875 | +0.2% | 0.08% | -21.0% |
| Q1 2016 | $14,231,000 | +15.9% | 98,697 | +12.0% | 0.10% | +10.5% |
| Q4 2015 | $12,276,000 | – | 88,112 | – | 0.10% | – |
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% |