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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,188,942 | +13.3% | 4,915 | +2.8% | 0.01% | 0.0% |
| Q3 2022 | $1,049,000 | +4.4% | 4,783 | +7.6% | 0.01% | +20.0% |
| Q2 2022 | $1,005,000 | -21.6% | 4,444 | -7.0% | 0.01% | -16.7% |
| Q1 2022 | $1,282,000 | -6.1% | 4,778 | -5.7% | 0.01% | 0.0% |
| Q4 2021 | $1,365,000 | +18.8% | 5,065 | +15.9% | 0.01% | 0.0% |
| Q3 2021 | $1,149,000 | -5.4% | 4,369 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $1,215,000 | +8.9% | 4,522 | +5.4% | 0.01% | 0.0% |
| Q1 2021 | $1,116,000 | +1.9% | 4,289 | -10.0% | 0.01% | -14.3% |
| Q4 2020 | $1,095,000 | +39.8% | 4,765 | +12.8% | 0.01% | +16.7% |
| Q3 2020 | $783,000 | +22.7% | 4,224 | +17.8% | 0.01% | +20.0% |
| Q2 2020 | $638,000 | -34.0% | 3,586 | -49.0% | 0.01% | -50.0% |
| Q1 2020 | $966,000 | -23.6% | 7,033 | +14.4% | 0.01% | -9.1% |
| Q4 2019 | $1,265,000 | +96.7% | 6,148 | +84.7% | 0.01% | +83.3% |
| Q3 2019 | $643,000 | -2.9% | 3,329 | -2.3% | 0.01% | -14.3% |
| Q2 2019 | $662,000 | -8.8% | 3,408 | -11.1% | 0.01% | -12.5% |
| Q1 2019 | $726,000 | -32.0% | 3,834 | -40.4% | 0.01% | -42.9% |
| Q4 2018 | $1,068,000 | +29.6% | 6,431 | +57.1% | 0.01% | +27.3% |
| Q3 2018 | $824,000 | -0.7% | 4,093 | -3.9% | 0.01% | -8.3% |
| Q2 2018 | $830,000 | +1.5% | 4,260 | -2.3% | 0.01% | -7.7% |
| Q1 2018 | $818,000 | -9.7% | 4,362 | -8.6% | 0.01% | -13.3% |
| Q4 2017 | $906,000 | +22.8% | 4,775 | +15.8% | 0.02% | +7.1% |
| Q3 2017 | $738,000 | +36.7% | 4,125 | +32.9% | 0.01% | +16.7% |
| Q2 2017 | $540,000 | +8.9% | 3,103 | +6.6% | 0.01% | 0.0% |
| Q1 2017 | $496,000 | +21.0% | 2,910 | +17.4% | 0.01% | 0.0% |
| Q4 2016 | $410,000 | +24.6% | 2,479 | +15.7% | 0.01% | +9.1% |
| Q3 2016 | $329,000 | – | 2,142 | – | 0.01% | – |
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% |