ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,284,000 | +10.4% | 15,134 | +2.6% | 0.68% | -2.4% |
| Q3 2021 | $3,882,000 | -0.4% | 14,755 | +1.7% | 0.70% | -1.8% |
| Q2 2021 | $3,899,000 | +7.8% | 14,510 | +4.4% | 0.71% | -0.8% |
| Q1 2021 | $3,618,000 | +15.4% | 13,901 | +1.9% | 0.72% | +9.7% |
| Q4 2020 | $3,136,000 | +44.9% | 13,643 | +16.8% | 0.65% | +315.3% |
| Q3 2020 | $2,164,000 | +7.1% | 11,676 | +2.7% | 0.16% | +0.6% |
| Q2 2020 | $2,021,000 | +25.1% | 11,366 | +1.2% | 0.16% | -16.6% |
| Q1 2020 | $1,616,000 | -31.7% | 11,232 | -2.3% | 0.19% | -69.2% |
| Q4 2019 | $2,365,000 | +7.2% | 11,493 | +0.6% | 0.61% | +0.8% |
| Q3 2019 | $2,207,000 | -0.8% | 11,423 | -0.2% | 0.60% | -4.1% |
| Q2 2019 | $2,224,000 | +1.0% | 11,451 | -1.5% | 0.63% | -2.8% |
| Q1 2019 | $2,202,000 | +5.1% | 11,628 | -7.9% | 0.65% | -6.1% |
| Q4 2018 | $2,096,000 | -16.1% | 12,619 | +1.7% | 0.69% | -9.8% |
| Q3 2018 | $2,498,000 | +4.0% | 12,408 | +0.7% | 0.76% | -5.6% |
| Q2 2018 | $2,401,000 | +3.8% | 12,325 | -0.1% | 0.81% | +1.9% |
| Q1 2018 | $2,313,000 | +0.9% | 12,334 | +2.1% | 0.79% | +1.0% |
| Q4 2017 | $2,292,000 | +0.1% | 12,079 | -5.6% | 0.79% | -5.5% |
| Q3 2017 | $2,290,000 | -19.6% | 12,800 | -21.8% | 0.83% | -22.5% |
| Q2 2017 | $2,847,000 | +4.2% | 16,364 | +2.5% | 1.07% | -0.5% |
| Q1 2017 | $2,733,000 | +7.0% | 15,963 | +3.3% | 1.08% | -3.9% |
| Q4 2016 | $2,555,000 | +3.9% | 15,450 | -2.8% | 1.12% | +2.4% |
| Q3 2016 | $2,460,000 | +4.6% | 15,902 | +1.0% | 1.10% | +2.7% |
| Q2 2016 | $2,351,000 | +4.7% | 15,739 | +1.0% | 1.07% | -0.9% |
| Q1 2016 | $2,246,000 | +5.2% | 15,577 | +1.7% | 1.08% | +3.6% |
| Q4 2015 | $2,134,000 | +3.3% | 15,320 | +1.3% | 1.04% | -2.3% |
| Q3 2015 | $2,066,000 | -2.8% | 15,127 | +6.8% | 1.06% | +1.8% |
| Q2 2015 | $2,125,000 | -2.3% | 14,169 | -1.0% | 1.05% | -1.9% |
| Q1 2015 | $2,175,000 | +4.8% | 14,312 | -0.2% | 1.07% | -0.1% |
| Q4 2014 | $2,076,000 | +30.2% | 14,337 | +23.0% | 1.07% | -7.2% |
| Q3 2014 | $1,594,000 | -28.2% | 11,659 | -24.9% | 1.15% | -27.4% |
| Q2 2014 | $2,221,000 | -1.4% | 15,525 | -5.2% | 1.58% | -0.4% |
| Q1 2014 | $2,252,000 | +3.9% | 16,379 | +1.1% | 1.59% | +1.2% |
| Q4 2013 | $2,167,000 | +8.5% | 16,198 | +0.7% | 1.57% | -1.5% |
| Q3 2013 | $1,997,000 | +8.8% | 16,087 | +1.2% | 1.60% | +4.2% |
| Q2 2013 | $1,836,000 | – | 15,892 | – | 1.53% | – |
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% |