ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,289,103 | -25.0% | 1,565,226 | -21.4% | 10.91% | -27.8% |
| Q2 2023 | $520,684,863 | +4.5% | 1,991,299 | 0.0% | 15.11% | -0.6% |
| Q1 2023 | $498,143,358 | +10.3% | 1,991,299 | +6.6% | 15.20% | +3.6% |
| Q4 2022 | $451,797,546 | +20.8% | 1,867,781 | +9.5% | 14.67% | +4.1% |
| Q3 2022 | $373,942,000 | +17.1% | 1,705,475 | +20.8% | 14.09% | +5.6% |
| Q2 2022 | $319,440,000 | +10.4% | 1,412,015 | +31.0% | 13.35% | +7.3% |
| Q1 2022 | $289,291,000 | +5.5% | 1,078,078 | +11.3% | 12.45% | -1.5% |
| Q4 2021 | $274,246,000 | +13.1% | 968,792 | +5.1% | 12.63% | +4.0% |
| Q3 2021 | $242,476,000 | -2.1% | 921,716 | 0.0% | 12.15% | -0.6% |
| Q2 2021 | $247,693,000 | +8.7% | 921,716 | +5.3% | 12.23% | -3.1% |
| Q1 2021 | $227,842,000 | -0.9% | 875,372 | -12.5% | 12.62% | -1.5% |
| Q4 2020 | $229,899,000 | -1.4% | 1,000,302 | -20.5% | 12.82% | -2.5% |
| Q3 2020 | $233,070,000 | -9.6% | 1,257,730 | -13.3% | 13.14% | -1.2% |
| Q2 2020 | $257,947,000 | -11.5% | 1,450,610 | -28.4% | 13.30% | -8.7% |
| Q1 2020 | $291,413,000 | -33.5% | 2,025,674 | -4.8% | 14.57% | +3.5% |
| Q4 2019 | $438,129,000 | +0.5% | 2,128,702 | -5.6% | 14.07% | -4.0% |
| Q3 2019 | $435,886,000 | +4.3% | 2,255,787 | +4.8% | 14.65% | +6.3% |
| Q2 2019 | $418,050,000 | +14.8% | 2,152,011 | +12.0% | 13.78% | +8.5% |
| Q1 2019 | $364,057,000 | +4.5% | 1,922,160 | -8.4% | 12.70% | -2.3% |
| Q4 2018 | $348,341,000 | -4.6% | 2,097,681 | +15.6% | 13.00% | +8.5% |
| Q3 2018 | $365,134,000 | +18.0% | 1,813,968 | +14.2% | 11.98% | +9.8% |
| Q2 2018 | $309,305,000 | -1.6% | 1,587,971 | -5.2% | 10.92% | -3.5% |
| Q1 2018 | $314,350,000 | +17.9% | 1,675,906 | +19.3% | 11.32% | +14.6% |
| Q4 2017 | $266,704,000 | +54.5% | 1,405,333 | +45.7% | 9.88% | +30.8% |
| Q3 2017 | $172,603,000 | +16.1% | 964,801 | +12.9% | 7.55% | +18.8% |
| Q2 2017 | $148,627,000 | +133.0% | 854,426 | +129.3% | 6.35% | +100.4% |
| Q1 2017 | $63,788,000 | +248.7% | 372,552 | +236.7% | 3.17% | +170.9% |
| Q4 2016 | $18,294,000 | – | 110,643 | – | 1.17% | – |
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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% |