ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209 | -94.0% | 800 | -94.3% | 0.04% | -88.1% |
| Q1 2023 | $3,484 | -11.9% | 13,927 | -14.8% | 0.36% | -13.4% |
| Q4 2022 | $3,956 | -99.9% | 16,355 | +23.9% | 0.42% | +30.3% |
| Q3 2022 | $2,894,000 | -5.5% | 13,198 | -2.6% | 0.32% | +3.2% |
| Q2 2022 | $3,064,000 | -28.7% | 13,545 | -15.4% | 0.31% | -4.6% |
| Q1 2022 | $4,297,000 | -3.0% | 16,014 | -2.9% | 0.32% | -24.9% |
| Q2 2021 | $4,430,000 | +4.3% | 16,485 | +1.0% | 0.43% | +11.9% |
| Q1 2021 | $4,247,000 | +20.1% | 16,318 | +6.1% | 0.39% | -14.2% |
| Q4 2020 | $3,536,000 | +30.3% | 15,385 | +5.0% | 0.45% | +4.2% |
| Q3 2020 | $2,714,000 | +10.8% | 14,646 | +6.3% | 0.43% | -1.1% |
| Q2 2020 | $2,450,000 | -51.1% | 13,781 | -60.4% | 0.44% | -40.9% |
| Q1 2020 | $5,009,000 | +120.2% | 34,816 | +214.9% | 0.74% | +11.4% |
| Q4 2019 | $2,275,000 | +1.6% | 11,055 | -4.7% | 0.66% | -3.2% |
| Q3 2019 | $2,240,000 | -3.0% | 11,595 | -2.4% | 0.69% | -12.0% |
| Q2 2019 | $2,309,000 | +4.0% | 11,884 | +1.3% | 0.78% | +51.9% |
| Q1 2019 | $2,221,000 | +13.5% | 11,729 | -0.5% | 0.51% | -15.3% |
| Q4 2018 | $1,957,000 | -11.0% | 11,783 | +7.9% | 0.61% | +5.4% |
| Q3 2018 | $2,198,000 | -42.7% | 10,921 | -44.6% | 0.58% | -45.4% |
| Q2 2018 | $3,839,000 | +39.5% | 19,710 | +34.4% | 1.06% | +25.6% |
| Q1 2018 | $2,752,000 | -5.5% | 14,669 | -29.7% | 0.84% | +91.8% |
| Q4 2017 | $2,911,000 | +68.5% | 20,876 | +116.1% | 0.44% | -19.6% |
| Q3 2017 | $1,728,000 | +5.5% | 9,659 | +2.6% | 0.54% | -2.5% |
| Q2 2017 | $1,638,000 | -7.3% | 9,416 | -8.8% | 0.56% | -17.9% |
| Q1 2017 | $1,767,000 | +14.1% | 10,322 | +10.3% | 0.68% | +27.1% |
| Q4 2016 | $1,548,000 | +23.6% | 9,362 | +15.7% | 0.54% | -6.0% |
| Q3 2016 | $1,252,000 | +309.2% | 8,095 | +295.5% | 0.57% | +263.1% |
| Q2 2016 | $306,000 | +123.4% | 2,047 | +103.7% | 0.16% | +103.9% |
| Q3 2014 | $137,000 | – | 1,005 | – | 0.08% | – |
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% |