ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $323,000 | -5.3% | 1,203 | 0.0% | 0.12% | +2.6% |
| Q4 2021 | $341,000 | +12.5% | 1,203 | +4.3% | 0.11% | +1.8% |
| Q3 2021 | $303,000 | -2.3% | 1,153 | -28.1% | 0.11% | -26.3% |
| Q3 2019 | $310,000 | +6.2% | 1,603 | +6.7% | 0.15% | +0.7% |
| Q2 2019 | $292,000 | +2.5% | 1,503 | 0.0% | 0.15% | -0.7% |
| Q1 2019 | $285,000 | -25.8% | 1,503 | -35.0% | 0.15% | -35.3% |
| Q4 2018 | $384,000 | -18.6% | 2,313 | -1.3% | 0.24% | +0.9% |
| Q3 2018 | $472,000 | +10.8% | 2,343 | +7.1% | 0.23% | +2.2% |
| Q2 2018 | $426,000 | +47.9% | 2,188 | +42.5% | 0.23% | +47.1% |
| Q1 2018 | $288,000 | +5.5% | 1,535 | +7.0% | 0.16% | +12.3% |
| Q4 2017 | $273,000 | +279.2% | 1,435 | +258.8% | 0.14% | +263.2% |
| Q3 2017 | $72,000 | +2.9% | 400 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $70,000 | +2.9% | 400 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $68,000 | -48.5% | 400 | -50.0% | 0.04% | -51.9% |
| Q4 2016 | $132,000 | +6.5% | 800 | 0.0% | 0.08% | +3.8% |
| Q3 2016 | $124,000 | +3.3% | 800 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $120,000 | +4.3% | 800 | 0.0% | 0.08% | 0.0% |
| Q1 2016 | $115,000 | +3.6% | 800 | 0.0% | 0.08% | +5.4% |
| Q4 2015 | $111,000 | +1.8% | 800 | 0.0% | 0.07% | -8.6% |
| Q3 2015 | $109,000 | -9.2% | 800 | 0.0% | 0.08% | -1.2% |
| Q2 2015 | $120,000 | -1.6% | 800 | 0.0% | 0.08% | -4.7% |
| Q1 2015 | $122,000 | +5.2% | 800 | 0.0% | 0.09% | +1.2% |
| Q4 2014 | $116,000 | -32.6% | 800 | -36.5% | 0.08% | -33.6% |
| Q3 2014 | $172,000 | -8.5% | 1,259 | -4.2% | 0.13% | -5.9% |
| Q2 2014 | $188,000 | +3.9% | 1,314 | 0.0% | 0.14% | -9.3% |
| Q1 2014 | $181,000 | +2.8% | 1,314 | 0.0% | 0.15% | +3.4% |
| Q4 2013 | $176,000 | – | 1,314 | – | 0.14% | – |
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% |