ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $730,596 | -8.0% | 2,930 | -3.5% | 0.07% | -5.3% |
| Q2 2023 | $793,853 | +4.5% | 3,036 | -0.1% | 0.08% | -2.6% |
| Q1 2023 | $759,986 | +97459.2% | 3,038 | -5.7% | 0.08% | -13.3% |
| Q4 2022 | $779 | -99.9% | 3,222 | -12.0% | 0.09% | -6.2% |
| Q3 2022 | $803,000 | -9.5% | 3,661 | -6.6% | 0.10% | -2.0% |
| Q2 2022 | $887,000 | -21.6% | 3,921 | -7.0% | 0.10% | -10.1% |
| Q1 2022 | $1,131,000 | +5.1% | 4,217 | +11.0% | 0.11% | +5.8% |
| Q4 2021 | $1,076,000 | +13.3% | 3,800 | +5.2% | 0.10% | +5.1% |
| Q3 2021 | $950,000 | -6.2% | 3,613 | -4.2% | 0.10% | -8.4% |
| Q2 2021 | $1,013,000 | +32.1% | 3,770 | -29.3% | 0.11% | -25.2% |
| Q1 2021 | $767,000 | +8.3% | 5,329 | +73.1% | 0.14% | +53.8% |
| Q4 2020 | $708,000 | +21.9% | 3,079 | -1.7% | 0.09% | +6.9% |
| Q3 2020 | $581,000 | -7.9% | 3,133 | -11.6% | 0.09% | -11.2% |
| Q2 2020 | $631,000 | -69.4% | 3,546 | -66.8% | 0.10% | -43.0% |
| Q1 2020 | $2,064,000 | +87.5% | 10,684 | +99.8% | 0.17% | +1.2% |
| Q4 2019 | $1,101,000 | +6.7% | 5,348 | +0.1% | 0.17% | -1.2% |
| Q3 2019 | $1,032,000 | +2.1% | 5,342 | +2.6% | 0.17% | -1.7% |
| Q2 2019 | $1,011,000 | +2.2% | 5,207 | -0.3% | 0.18% | -3.8% |
| Q1 2019 | $989,000 | +6.5% | 5,221 | -6.7% | 0.18% | -4.7% |
| Q4 2018 | $929,000 | -17.6% | 5,596 | -0.1% | 0.19% | +5.5% |
| Q3 2018 | $1,127,000 | -2.5% | 5,601 | -5.6% | 0.18% | -9.0% |
| Q2 2018 | $1,156,000 | +7.1% | 5,936 | +3.2% | 0.20% | +3.6% |
| Q1 2018 | $1,079,000 | -17.3% | 5,754 | -16.3% | 0.19% | -21.3% |
| Q4 2017 | $1,304,000 | -16.7% | 6,873 | -21.5% | 0.24% | -6.2% |
| Q3 2017 | $1,565,000 | +18.3% | 8,750 | +15.1% | 0.26% | +7.4% |
| Q2 2017 | $1,323,000 | +9.0% | 7,605 | +7.2% | 0.24% | 0.0% |
| Q1 2017 | $1,214,000 | +32.8% | 7,091 | +20.1% | 0.24% | -54.8% |
| Q3 2016 | $914,000 | +48.6% | 5,905 | +43.4% | 0.54% | +230.2% |
| Q2 2016 | $615,000 | +27.6% | 4,119 | +23.1% | 0.16% | +11.7% |
| Q1 2016 | $482,000 | +81.9% | 3,346 | +75.8% | 0.14% | +54.3% |
| Q4 2015 | $265,000 | +26.2% | 1,903 | +23.7% | 0.09% | +22.1% |
| Q3 2015 | $210,000 | -5.0% | 1,538 | +4.3% | 0.08% | +1.3% |
| Q2 2015 | $221,000 | +1.8% | 1,474 | +3.1% | 0.08% | +2.7% |
| Q1 2015 | $217,000 | +8.0% | 1,430 | +3.1% | 0.07% | +2.8% |
| Q4 2014 | $201,000 | – | 1,387 | – | 0.07% | – |
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% |