ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172,549 | -4.6% | 692 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $180,936 | +4.5% | 692 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $173,109 | +3.4% | 692 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $167,387 | +10.1% | 692 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $152,000 | -3.2% | 692 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $157,000 | -15.6% | 692 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $186,000 | -5.1% | 692 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $196,000 | +2.6% | 692 | -4.8% | 0.06% | -5.0% |
| Q3 2021 | $191,000 | -24.5% | 727 | -22.7% | 0.06% | -23.1% |
| Q2 2021 | $253,000 | +3.3% | 941 | 0.0% | 0.08% | -4.9% |
| Q1 2021 | $245,000 | +13.4% | 941 | 0.0% | 0.08% | +10.8% |
| Q4 2020 | $216,000 | +24.1% | 941 | 0.0% | 0.07% | +7.2% |
| Q3 2020 | $174,000 | -76.1% | 941 | -77.0% | 0.07% | -76.9% |
| Q2 2020 | $728,000 | +23.6% | 4,094 | 0.0% | 0.30% | -0.3% |
| Q1 2020 | $589,000 | -30.1% | 4,094 | 0.0% | 0.30% | -13.0% |
| Q4 2019 | $843,000 | +6.6% | 4,094 | 0.0% | 0.34% | -1.4% |
| Q3 2019 | $791,000 | -0.5% | 4,094 | 0.0% | 0.35% | -3.0% |
| Q2 2019 | $795,000 | +2.6% | 4,094 | 0.0% | 0.36% | +0.3% |
| Q1 2019 | $775,000 | +20.3% | 4,094 | +5.5% | 0.36% | +6.8% |
| Q4 2018 | $644,000 | -17.3% | 3,880 | +0.3% | 0.34% | -6.9% |
| Q3 2018 | $779,000 | +1.0% | 3,868 | -2.2% | 0.36% | -5.0% |
| Q2 2018 | $771,000 | +2.1% | 3,957 | -1.7% | 0.38% | +1.6% |
| Q1 2018 | $755,000 | -1.4% | 4,027 | -0.2% | 0.38% | -2.1% |
| Q4 2017 | $766,000 | +2.7% | 4,035 | -3.2% | 0.38% | -1.0% |
| Q3 2017 | $746,000 | +2.9% | 4,169 | 0.0% | 0.39% | -0.8% |
| Q2 2017 | $725,000 | +2.7% | 4,169 | +1.2% | 0.39% | -6.0% |
| Q1 2017 | $706,000 | +254.8% | 4,121 | +241.7% | 0.42% | +243.0% |
| Q4 2016 | $199,000 | – | 1,206 | – | 0.12% | – |
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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% |