ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,121 | -99.9% | 28,465 | -6.2% | 1.37% | -9.8% |
| Q3 2022 | $6,657,000 | -26.6% | 30,359 | -5.2% | 1.52% | -20.7% |
| Q4 2021 | $9,068,000 | +129442.9% | 32,035 | +106683.3% | 1.92% | +95950.0% |
| Q4 2020 | $7,000 | +16.7% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -55.6% | 30 | -28.6% | 0.00% | -33.3% |
| Q4 2019 | $9,000 | +12.5% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | +33.3% | 42 | +40.0% | 0.00% | +50.0% |
| Q2 2019 | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $5,000 | -16.7% | 30 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $6,000 | +20.0% | 30 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $4,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +50.0% |
| Q3 2013 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 30 | – | 0.00% | – |
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% |