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 2022 | $103,000 | -14.2% | 469 | -11.5% | 0.02% | -21.4% |
| Q2 2022 | $120,000 | -30.6% | 530 | -17.7% | 0.03% | +3.7% |
| Q1 2022 | $173,000 | -6.5% | 644 | -1.7% | 0.03% | 0.0% |
| Q4 2021 | $185,000 | -17.8% | 655 | -23.5% | 0.03% | -22.9% |
| Q3 2021 | $225,000 | -13.5% | 856 | -11.7% | 0.04% | -23.9% |
| Q2 2021 | $260,000 | -42.4% | 969 | -44.1% | 0.05% | -48.9% |
| Q1 2021 | $451,000 | -30.4% | 1,732 | -38.6% | 0.09% | -33.8% |
| Q4 2020 | $648,000 | +9.3% | 2,820 | -11.9% | 0.14% | -2.2% |
| Q3 2020 | $593,000 | -15.0% | 3,200 | -18.4% | 0.14% | -21.5% |
| Q2 2020 | $698,000 | +11.1% | 3,923 | -10.1% | 0.18% | -16.1% |
| Q1 2020 | $628,000 | +1265.2% | 4,364 | +1865.8% | 0.21% | +1010.5% |
| Q4 2019 | $46,000 | +557.1% | 222 | +552.9% | 0.02% | +850.0% |
| Q3 2019 | $7,000 | -58.8% | 34 | -66.0% | 0.00% | -66.7% |
| Q4 2018 | $17,000 | -15.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $20,000 | +5.3% | 100 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $18,000 | -48.6% | 100 | -58.3% | 0.01% | -53.8% |
| Q1 2016 | $35,000 | +6.1% | 240 | 0.0% | 0.01% | +8.3% |
| Q4 2015 | $33,000 | -13.2% | 240 | -14.3% | 0.01% | -36.8% |
| Q3 2015 | $38,000 | -9.5% | 280 | 0.0% | 0.02% | +26.7% |
| Q2 2015 | $42,000 | -2.3% | 280 | 0.0% | 0.02% | -6.2% |
| Q1 2015 | $43,000 | +4.9% | 280 | 0.0% | 0.02% | -11.1% |
| Q4 2014 | $41,000 | +7.9% | 280 | 0.0% | 0.02% | -21.7% |
| Q3 2014 | $38,000 | -5.0% | 280 | 0.0% | 0.02% | -8.0% |
| Q2 2014 | $40,000 | +5.3% | 280 | 0.0% | 0.02% | -7.4% |
| Q1 2014 | $38,000 | +2.7% | 280 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $37,000 | – | 280 | – | 0.03% | – |
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% |