ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $51,770,000 | -1.3% | 279,367 | -5.3% | 1.74% | -10.2% |
| Q2 2020 | $52,430,000 | +36.2% | 294,847 | +10.2% | 1.94% | +17.1% |
| Q1 2020 | $38,485,000 | -34.6% | 267,518 | -6.5% | 1.66% | -16.7% |
| Q4 2019 | $58,823,000 | +8.3% | 286,099 | +1.9% | 1.99% | +2.8% |
| Q3 2019 | $54,300,000 | -0.3% | 280,860 | +0.2% | 1.93% | +2.7% |
| Q2 2019 | $54,444,000 | +10.5% | 280,261 | +7.8% | 1.88% | +11.4% |
| Q1 2019 | $49,253,000 | +16.6% | 259,977 | +1.9% | 1.69% | +1.1% |
| Q4 2018 | $42,243,000 | -13.3% | 255,197 | +5.3% | 1.67% | -0.1% |
| Q3 2018 | $48,744,000 | +22.6% | 242,437 | +18.9% | 1.67% | +11.4% |
| Q2 2018 | $39,744,000 | +28.6% | 203,948 | +24.0% | 1.50% | +25.8% |
| Q1 2018 | $30,915,000 | +13.9% | 164,535 | +15.0% | 1.19% | +10.4% |
| Q4 2017 | $27,149,000 | +4.4% | 143,098 | -1.5% | 1.08% | -3.6% |
| Q3 2017 | $25,996,000 | +10.7% | 145,304 | +7.6% | 1.12% | +6.9% |
| Q2 2017 | $23,486,000 | +55.7% | 135,044 | +65.8% | 1.05% | +34.4% |
| Q1 2017 | $15,083,000 | +52.9% | 81,436 | +36.5% | 0.78% | +56.6% |
| Q4 2016 | $9,863,000 | -7.3% | 59,656 | -13.2% | 0.50% | -11.9% |
| Q3 2016 | $10,636,000 | +113.3% | 68,748 | +105.9% | 0.56% | +104.0% |
| Q2 2016 | $4,986,000 | -6.3% | 33,386 | -9.6% | 0.28% | -6.4% |
| Q1 2016 | $5,320,000 | +55.6% | 36,928 | +50.6% | 0.30% | +67.2% |
| Q4 2015 | $3,418,000 | +4.7% | 24,513 | +2.6% | 0.18% | -1.7% |
| Q3 2015 | $3,265,000 | -53.8% | 23,884 | -49.4% | 0.18% | -43.2% |
| Q2 2015 | $7,071,000 | +3.1% | 47,206 | +4.7% | 0.32% | -30.0% |
| Q1 2015 | $6,856,000 | -26.2% | 45,074 | -29.8% | 0.45% | -33.0% |
| Q4 2014 | $9,291,000 | -55.5% | 64,184 | -58.0% | 0.68% | -59.2% |
| Q3 2014 | $20,882,000 | +49.9% | 152,715 | +56.8% | 1.66% | +62.0% |
| Q2 2014 | $13,927,000 | +906.3% | 97,375 | +865.4% | 1.02% | +882.7% |
| Q1 2014 | $1,384,000 | -94.6% | 10,086 | -94.8% | 0.10% | -95.0% |
| Q4 2013 | $25,795,000 | +2215.5% | 192,769 | +2037.8% | 2.07% | +3080.0% |
| Q3 2013 | $1,114,000 | +6.3% | 9,017 | -0.4% | 0.06% | -22.6% |
| Q2 2013 | $1,048,000 | – | 9,055 | – | 0.08% | – |
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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% |