ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,958,608 | -9.8% | 27,907 | -5.4% | 0.34% | -4.8% |
| Q2 2023 | $7,712,162 | +2.4% | 29,494 | -2.1% | 0.35% | -9.2% |
| Q1 2023 | $7,533,925 | +2.9% | 30,116 | -0.5% | 0.39% | -0.8% |
| Q4 2022 | $7,319,486 | +4.1% | 30,260 | -5.6% | 0.39% | -7.5% |
| Q3 2022 | $7,030,000 | -4.6% | 32,061 | -1.5% | 0.42% | +2.2% |
| Q2 2022 | $7,367,000 | -8.7% | 32,563 | +8.3% | 0.42% | +2.7% |
| Q1 2022 | $8,070,000 | -0.3% | 30,074 | +5.2% | 0.40% | +3.3% |
| Q4 2021 | $8,092,000 | -1.4% | 28,585 | -6.5% | 0.39% | -11.7% |
| Q2 2021 | $8,211,000 | +3.4% | 30,556 | +0.2% | 0.44% | -5.5% |
| Q1 2021 | $7,940,000 | +13.9% | 30,507 | +0.6% | 0.47% | -1.3% |
| Q4 2020 | $6,970,000 | +22.9% | 30,326 | -0.9% | 0.48% | +58.1% |
| Q3 2020 | $5,671,000 | +9.5% | 30,601 | +5.0% | 0.30% | -33.0% |
| Q2 2020 | $5,180,000 | +49.6% | 29,131 | +21.0% | 0.45% | -27.3% |
| Q1 2020 | $3,463,000 | -3.9% | 24,070 | +37.5% | 0.62% | -1.0% |
| Q4 2019 | $3,602,000 | +6.1% | 17,503 | -0.4% | 0.62% | -14.5% |
| Q3 2019 | $3,396,000 | +3.2% | 17,575 | +3.7% | 0.73% | -4.9% |
| Q2 2019 | $3,291,000 | +2.5% | 16,943 | -0.0% | 0.77% | +0.8% |
| Q1 2019 | $3,210,000 | +14.2% | 16,950 | +0.1% | 0.76% | +0.9% |
| Q4 2018 | $2,812,000 | +174.6% | 16,934 | +232.8% | 0.76% | +217.2% |
| Q3 2018 | $1,024,000 | +2.4% | 5,088 | -0.9% | 0.24% | -14.7% |
| Q2 2018 | $1,000,000 | +0.8% | 5,132 | -3.0% | 0.28% | -5.4% |
| Q1 2018 | $992,000 | -1.4% | 5,288 | -0.3% | 0.30% | -2.6% |
| Q4 2017 | $1,006,000 | +118.7% | 5,303 | +106.3% | 0.30% | +99.3% |
| Q3 2017 | $460,000 | +7.2% | 2,570 | +4.1% | 0.15% | -13.6% |
| Q2 2017 | $429,000 | -57.3% | 2,468 | -58.3% | 0.18% | -59.6% |
| Q1 2017 | $1,005,000 | +1.1% | 5,918 | -1.6% | 0.44% | +3.6% |
| Q4 2016 | $994,000 | +11.1% | 6,013 | +1.1% | 0.42% | +6.3% |
| Q3 2016 | $895,000 | -21.5% | 5,945 | -22.1% | 0.40% | -23.0% |
| Q2 2016 | $1,140,000 | +42.3% | 7,633 | +37.5% | 0.51% | +36.3% |
| Q1 2016 | $801,000 | +7.5% | 5,553 | -3.1% | 0.38% | +1.9% |
| Q4 2015 | $745,000 | -7.0% | 5,732 | -2.2% | 0.37% | -5.6% |
| Q3 2015 | $801,000 | -10.0% | 5,863 | -2.0% | 0.39% | -30.4% |
| Q2 2015 | $890,000 | -2.7% | 5,982 | 0.0% | 0.56% | +46.6% |
| Q1 2015 | $915,000 | +6.9% | 5,982 | +0.4% | 0.38% | +1.3% |
| Q4 2014 | $856,000 | +5.0% | 5,958 | 0.0% | 0.38% | +5.3% |
| Q3 2014 | $815,000 | -4.9% | 5,958 | -1.3% | 0.36% | -1.4% |
| Q2 2014 | $857,000 | +27.7% | 6,034 | +20.9% | 0.36% | +29.9% |
| Q1 2014 | $671,000 | -3.5% | 4,991 | -2.7% | 0.28% | -10.8% |
| Q4 2013 | $695,000 | +1.0% | 5,128 | -3.9% | 0.32% | -2.2% |
| Q3 2013 | $688,000 | +1.3% | 5,337 | -2.7% | 0.32% | -4.5% |
| Q2 2013 | $679,000 | +5.8% | 5,484 | -1.2% | 0.34% | +24.4% |
| Q1 2013 | $642,000 | – | 5,550 | – | 0.27% | – |
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% |