ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,259,927 | -9.2% | 5,053 | -4.8% | 0.15% | -4.9% |
| Q2 2023 | $1,387,373 | +4.1% | 5,306 | -0.4% | 0.16% | -0.6% |
| Q1 2023 | $1,332,282 | +3.5% | 5,326 | +0.1% | 0.16% | -1.2% |
| Q4 2022 | $1,287,600 | +16.6% | 5,323 | +5.7% | 0.16% | +17.9% |
| Q3 2022 | $1,104,000 | -8.3% | 5,036 | -5.4% | 0.14% | +6.1% |
| Q2 2022 | $1,204,000 | -20.0% | 5,322 | -5.1% | 0.13% | -9.6% |
| Q1 2022 | $1,505,000 | +5.9% | 5,610 | +11.7% | 0.15% | +12.3% |
| Q4 2021 | $1,421,000 | +17.8% | 5,021 | +9.5% | 0.13% | +11.1% |
| Q3 2021 | $1,206,000 | -6.5% | 4,584 | -4.5% | 0.12% | -5.6% |
| Q2 2021 | $1,290,000 | +5.1% | 4,802 | +1.9% | 0.12% | +0.8% |
| Q1 2021 | $1,227,000 | +8.5% | 4,712 | -4.2% | 0.12% | +4.2% |
| Q4 2020 | $1,131,000 | +24.6% | 4,921 | +0.4% | 0.12% | +14.6% |
| Q3 2020 | $908,000 | +35.1% | 4,902 | +29.8% | 0.10% | +25.6% |
| Q2 2020 | $672,000 | +34.4% | 3,777 | +8.6% | 0.08% | +22.4% |
| Q1 2020 | $500,000 | -29.6% | 3,478 | +0.9% | 0.07% | -21.2% |
| Q4 2019 | $710,000 | +1.3% | 3,448 | -5.0% | 0.08% | -1.2% |
| Q3 2019 | $701,000 | +12.7% | 3,630 | +13.3% | 0.09% | 0.0% |
| Q2 2019 | $622,000 | +0.3% | 3,204 | -2.2% | 0.09% | -2.3% |
| Q1 2019 | $620,000 | +119.1% | 3,276 | +92.4% | 0.09% | +100.0% |
| Q4 2018 | $283,000 | -31.5% | 1,703 | -17.0% | 0.04% | -8.3% |
| Q3 2018 | $413,000 | -7.6% | 2,051 | -10.6% | 0.05% | -5.9% |
| Q2 2018 | $447,000 | -0.4% | 2,295 | -4.1% | 0.05% | 0.0% |
| Q1 2018 | $449,000 | -7.4% | 2,393 | -6.3% | 0.05% | -7.3% |
| Q4 2017 | $485,000 | -7.4% | 2,553 | -12.9% | 0.06% | -5.2% |
| Q3 2017 | $524,000 | -30.7% | 2,931 | -32.6% | 0.06% | -32.6% |
| Q2 2017 | $756,000 | -0.8% | 4,349 | -2.3% | 0.09% | +2.4% |
| Q1 2017 | $762,000 | +4.7% | 4,453 | +1.1% | 0.08% | 0.0% |
| Q4 2016 | $728,000 | +6.4% | 4,404 | -0.4% | 0.08% | +9.1% |
| Q3 2016 | $684,000 | +3.3% | 4,420 | -0.3% | 0.08% | +1.3% |
| Q2 2016 | $662,000 | +8.7% | 4,432 | +4.9% | 0.08% | +7.0% |
| Q1 2016 | $609,000 | 0.0% | 4,226 | -3.4% | 0.07% | -5.3% |
| Q4 2015 | $609,000 | +1.3% | 4,373 | -0.6% | 0.08% | +2.7% |
| Q3 2015 | $601,000 | -8.9% | 4,400 | +0.0% | 0.07% | -6.4% |
| Q2 2015 | $660,000 | -29.6% | 4,399 | -28.6% | 0.08% | -29.7% |
| Q1 2015 | $937,000 | +29.1% | 6,162 | +23.0% | 0.11% | +11.0% |
| Q4 2014 | $726,000 | +6.0% | 5,011 | +0.0% | 0.10% | +1.0% |
| Q3 2014 | $685,000 | -4.5% | 5,010 | +0.0% | 0.10% | -6.6% |
| Q2 2014 | $717,000 | +2.1% | 5,009 | -1.9% | 0.11% | -4.5% |
| Q1 2014 | $702,000 | +932.4% | 5,107 | +901.4% | 0.11% | +909.1% |
| Q4 2013 | $68,000 | +3.0% | 510 | -4.7% | 0.01% | 0.0% |
| Q3 2013 | $66,000 | +11.9% | 535 | +4.9% | 0.01% | 0.0% |
| Q2 2013 | $59,000 | – | 510 | – | 0.01% | – |
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% |