ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,156,898 | +17.1% | 24,692 | +22.8% | 0.52% | +17.5% |
| Q2 2023 | $5,256,182 | +8.3% | 20,102 | +3.6% | 0.44% | +2.8% |
| Q1 2023 | $4,853,517 | +6.9% | 19,402 | +3.4% | 0.43% | -2.5% |
| Q4 2022 | $4,539,734 | +23.9% | 18,768 | +12.3% | 0.44% | +13.7% |
| Q3 2022 | $3,664,000 | -2.0% | 16,712 | +1.1% | 0.39% | -0.5% |
| Q2 2022 | $3,738,000 | -15.6% | 16,524 | +0.1% | 0.39% | -4.2% |
| Q1 2022 | $4,429,000 | -10.1% | 16,505 | -5.1% | 0.41% | -6.9% |
| Q4 2021 | $4,926,000 | +12.0% | 17,400 | +4.1% | 0.44% | +2.1% |
| Q3 2021 | $4,398,000 | -7.4% | 16,720 | -5.3% | 0.43% | -10.3% |
| Q2 2021 | $4,747,000 | +48.8% | 17,665 | +44.1% | 0.48% | -85.3% |
| Q1 2021 | $3,190,000 | -16.2% | 12,258 | -26.0% | 3.23% | +651.9% |
| Q4 2020 | $3,806,000 | +51.2% | 16,561 | +21.9% | 0.43% | -85.5% |
| Q3 2020 | $2,517,000 | -16.4% | 13,581 | -19.7% | 2.97% | +438.8% |
| Q2 2020 | $3,009,000 | +53.3% | 16,923 | +24.0% | 0.55% | -80.9% |
| Q1 2020 | $1,963,000 | -41.5% | 13,648 | -16.4% | 2.88% | +377.5% |
| Q4 2019 | $3,358,000 | +8.8% | 16,316 | +2.1% | 0.60% | +0.3% |
| Q3 2019 | $3,087,000 | -4.5% | 15,975 | -4.0% | 0.60% | -4.4% |
| Q2 2019 | $3,231,000 | -5.5% | 16,633 | -7.9% | 0.63% | -9.4% |
| Q1 2019 | $3,420,000 | +14.3% | 18,055 | +0.2% | 0.70% | +5.9% |
| Q4 2018 | $2,993,000 | -16.3% | 18,022 | +1.5% | 0.66% | -12.9% |
| Q3 2018 | $3,575,000 | +74.6% | 17,760 | +68.9% | 0.75% | +21.1% |
| Q2 2018 | $2,048,000 | -64.6% | 10,516 | -65.9% | 0.62% | -51.3% |
| Q1 2018 | $5,785,000 | +1.8% | 30,844 | +3.0% | 1.28% | +0.9% |
| Q4 2017 | $5,680,000 | +7.7% | 29,932 | +1.5% | 1.27% | +2.9% |
| Q3 2017 | $5,274,000 | +6.2% | 29,478 | +3.2% | 1.23% | 0.0% |
| Q2 2017 | $4,967,000 | +32.2% | 28,554 | +30.1% | 1.23% | +25.5% |
| Q1 2017 | $3,757,000 | +2.2% | 21,944 | -1.3% | 0.98% | -3.5% |
| Q4 2016 | $3,676,000 | +166.2% | 22,236 | +149.1% | 1.02% | +159.2% |
| Q3 2016 | $1,381,000 | +16.1% | 8,926 | +12.1% | 0.39% | +19.9% |
| Q2 2016 | $1,189,000 | +15.0% | 7,960 | +11.0% | 0.33% | +16.8% |
| Q1 2016 | $1,034,000 | +2.2% | 7,172 | -1.3% | 0.28% | +6.9% |
| Q4 2015 | $1,012,000 | +23.0% | 7,269 | +20.6% | 0.26% | +22.4% |
| Q3 2015 | $823,000 | -73.4% | 6,029 | -70.8% | 0.21% | -74.4% |
| Q2 2015 | $3,091,000 | -42.7% | 20,614 | -41.9% | 0.84% | -37.2% |
| Q1 2015 | $5,391,000 | +415.4% | 35,472 | +390.8% | 1.33% | +375.7% |
| Q4 2014 | $1,046,000 | +20.1% | 7,227 | +13.5% | 0.28% | +6.5% |
| Q3 2014 | $871,000 | +48.6% | 6,368 | +55.5% | 0.26% | +25.8% |
| Q2 2014 | $586,000 | -0.7% | 4,096 | -4.5% | 0.21% | -16.4% |
| Q1 2014 | $590,000 | +32.9% | 4,289 | +29.3% | 0.25% | -1.6% |
| Q4 2013 | $444,000 | +55.8% | 3,316 | +44.6% | 0.25% | +53.0% |
| Q3 2013 | $285,000 | -63.8% | 2,293 | -66.3% | 0.17% | -61.8% |
| Q2 2013 | $787,000 | – | 6,796 | – | 0.44% | – |
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% |