ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,306 | -4.6% | 1,068 | 0.0% | 0.03% | -6.9% |
| Q2 2023 | $279,261 | +4.5% | 1,068 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $267,171 | +3.4% | 1,068 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $258,339 | +10.4% | 1,068 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $234,000 | -3.3% | 1,068 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $242,000 | -15.7% | 1,068 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $287,000 | -5.0% | 1,068 | 0.0% | 0.03% | -6.2% |
| Q4 2021 | $302,000 | +14.0% | 1,068 | -42.1% | 0.03% | -45.8% |
| Q1 2020 | $265,000 | -23.2% | 1,845 | +10.1% | 0.06% | +1.7% |
| Q4 2019 | $345,000 | +6.5% | 1,675 | 0.0% | 0.06% | -7.9% |
| Q3 2019 | $324,000 | +16.1% | 1,675 | +16.7% | 0.06% | +10.5% |
| Q2 2019 | $279,000 | +2.6% | 1,435 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $272,000 | +27.7% | 1,435 | +11.7% | 0.06% | +7.4% |
| Q4 2018 | $213,000 | -17.8% | 1,285 | 0.0% | 0.05% | -3.6% |
| Q3 2018 | $259,000 | -16.7% | 1,285 | -19.4% | 0.06% | -23.3% |
| Q2 2018 | $311,000 | +13.1% | 1,595 | +8.9% | 0.07% | +7.4% |
| Q1 2018 | $275,000 | -70.2% | 1,465 | -78.3% | 0.07% | -80.7% |
| Q3 2015 | $924,000 | -10.1% | 6,765 | 0.0% | 0.35% | +2.9% |
| Q1 2015 | $1,028,000 | +4.3% | 6,765 | -0.7% | 0.34% | -9.3% |
| Q4 2014 | $986,000 | -13.0% | 6,810 | -17.8% | 0.38% | -12.7% |
| Q3 2014 | $1,133,000 | -4.5% | 8,288 | 0.0% | 0.43% | -5.7% |
| Q2 2014 | $1,186,000 | – | 8,288 | – | 0.46% | – |
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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% |