ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,377,071 | -2.4% | 980,056 | +2.4% | 0.33% | -2.1% |
| Q2 2023 | $250,308,059 | +8.3% | 957,274 | +3.6% | 0.33% | 0.0% |
| Q1 2023 | $231,132,976 | -1.4% | 923,941 | -4.7% | 0.33% | -5.7% |
| Q4 2022 | $234,530,831 | +15.9% | 969,577 | +5.1% | 0.35% | +0.9% |
| Q3 2022 | $202,327,000 | -5.7% | 922,771 | -2.7% | 0.35% | -0.8% |
| Q2 2022 | $214,463,000 | -13.0% | 947,990 | +3.2% | 0.35% | -7.6% |
| Q1 2022 | $246,504,000 | -2.7% | 918,627 | +2.6% | 0.38% | -6.1% |
| Q4 2021 | $253,427,000 | +6.3% | 895,247 | -1.2% | 0.41% | -3.8% |
| Q3 2021 | $238,445,000 | -1.8% | 906,395 | +0.3% | 0.42% | -1.9% |
| Q2 2021 | $242,748,000 | -2.4% | 903,316 | -5.4% | 0.43% | -14.0% |
| Q1 2021 | $248,654,000 | +10.9% | 955,332 | -2.1% | 0.50% | +1.6% |
| Q4 2020 | $224,272,000 | +22.3% | 975,815 | -1.4% | 0.49% | +2.9% |
| Q3 2020 | $183,369,000 | +2.3% | 989,525 | -1.8% | 0.48% | -7.5% |
| Q2 2020 | $179,173,000 | +11.9% | 1,007,607 | -9.5% | 0.52% | -8.8% |
| Q1 2020 | $160,174,000 | -61.4% | 1,113,405 | -44.7% | 0.57% | -54.3% |
| Q4 2019 | $414,533,000 | +4.5% | 2,014,055 | -1.9% | 1.24% | -3.7% |
| Q3 2019 | $396,868,000 | -2.0% | 2,053,865 | -1.5% | 1.29% | -5.2% |
| Q2 2019 | $405,076,000 | +0.1% | 2,085,225 | -2.4% | 1.36% | -6.5% |
| Q1 2019 | $404,632,000 | +14.0% | 2,136,388 | -0.1% | 1.46% | +0.1% |
| Q4 2018 | $355,059,000 | +10.8% | 2,138,135 | +34.3% | 1.46% | +22.5% |
| Q3 2018 | $320,517,000 | +2.2% | 1,592,314 | -1.1% | 1.19% | -3.4% |
| Q2 2018 | $313,522,000 | -1.7% | 1,609,619 | -5.3% | 1.23% | -5.2% |
| Q1 2018 | $318,867,000 | +26.9% | 1,699,989 | +28.4% | 1.30% | +19.9% |
| Q4 2017 | $251,336,000 | +6.5% | 1,324,355 | +0.4% | 1.08% | -1.2% |
| Q3 2017 | $236,049,000 | +6.9% | 1,319,447 | +4.0% | 1.10% | -1.9% |
| Q2 2017 | $220,769,000 | +1.7% | 1,269,151 | +0.1% | 1.12% | -5.8% |
| Q1 2017 | $217,066,000 | +1.2% | 1,267,758 | -2.4% | 1.19% | -9.3% |
| Q4 2016 | $214,585,000 | +5.7% | 1,298,810 | -1.1% | 1.31% | +1.1% |
| Q3 2016 | $203,102,000 | +5.4% | 1,312,793 | +1.8% | 1.29% | -7.3% |
| Q2 2016 | $192,672,000 | +7.1% | 1,289,726 | +3.3% | 1.40% | -0.6% |
| Q1 2016 | $179,938,000 | +25.7% | 1,247,925 | +21.4% | 1.40% | +19.1% |
| Q4 2015 | $143,189,000 | +5.5% | 1,027,767 | +3.5% | 1.18% | -1.7% |
| Q3 2015 | $135,687,000 | +41.2% | 993,246 | +55.0% | 1.20% | +37.4% |
| Q2 2015 | $96,113,000 | +5.7% | 640,838 | +7.1% | 0.87% | +2.0% |
| Q1 2015 | $90,933,000 | +20.7% | 598,320 | +15.0% | 0.86% | +9.1% |
| Q4 2014 | $75,367,000 | +7.5% | 520,487 | +1.6% | 0.78% | -3.6% |
| Q3 2014 | $70,081,000 | +11.4% | 512,511 | +16.5% | 0.81% | -0.4% |
| Q2 2014 | $62,923,000 | +17.2% | 439,778 | +12.6% | 0.82% | +1.0% |
| Q1 2014 | $53,685,000 | +9.3% | 390,518 | +6.4% | 0.81% | -3.6% |
| Q4 2013 | $49,095,000 | +12.7% | 366,900 | +4.6% | 0.84% | -3.0% |
| Q3 2013 | $43,564,000 | +17.1% | 350,922 | +9.0% | 0.86% | -0.1% |
| Q2 2013 | $37,201,000 | – | 322,090 | – | 0.86% | – |
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% |