ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $228,430,000 | -5.5% | 851,269 | -0.3% | 43.72% | +0.6% |
| Q4 2021 | $241,616,000 | +8.7% | 853,525 | +1.0% | 43.44% | -5.4% |
| Q3 2021 | $222,214,000 | -0.5% | 844,695 | +1.6% | 45.92% | -2.5% |
| Q2 2021 | $223,388,000 | +4.7% | 831,273 | +1.4% | 47.08% | -2.6% |
| Q1 2021 | $213,413,000 | +14.9% | 819,938 | +1.5% | 48.33% | +0.5% |
| Q4 2020 | $185,691,000 | +24.0% | 807,950 | -0.0% | 48.10% | -1.9% |
| Q3 2020 | $149,731,000 | +5.2% | 808,003 | +1.0% | 49.04% | -16.6% |
| Q2 2020 | $142,295,000 | +30.8% | 800,218 | +6.9% | 58.78% | +37.9% |
| Q1 2020 | $108,824,000 | -40.0% | 748,496 | -15.0% | 42.63% | -8.9% |
| Q4 2019 | $181,290,000 | +6.3% | 880,817 | -0.2% | 46.82% | -0.5% |
| Q3 2019 | $170,557,000 | +0.4% | 882,664 | +0.9% | 47.04% | +0.3% |
| Q2 2019 | $169,858,000 | +4.0% | 874,387 | +1.4% | 46.90% | -1.7% |
| Q1 2019 | $163,281,000 | +50.0% | 862,095 | +31.5% | 47.71% | +18.2% |
| Q4 2018 | $108,876,000 | +4463.1% | 655,644 | +5253.1% | 40.37% | +3669.2% |
| Q2 2018 | $2,386,000 | +3.8% | 12,248 | -0.1% | 1.07% | -2.0% |
| Q1 2018 | $2,299,000 | +3.1% | 12,255 | +4.3% | 1.09% | +75.7% |
| Q4 2017 | $2,229,000 | +6.1% | 11,746 | +0.1% | 0.62% | -41.2% |
| Q3 2017 | $2,100,000 | -0.9% | 11,739 | -3.7% | 1.06% | -9.5% |
| Q2 2017 | $2,120,000 | -23.2% | 12,188 | -24.4% | 1.17% | -26.3% |
| Q1 2017 | $2,761,000 | +2.3% | 16,127 | -1.2% | 1.58% | -4.3% |
| Q4 2016 | $2,698,000 | +6.3% | 16,323 | -0.6% | 1.66% | +5.8% |
| Q3 2016 | $2,539,000 | +3.3% | 16,414 | -0.3% | 1.57% | -2.6% |
| Q2 2016 | $2,458,000 | -9.8% | 16,458 | -13.0% | 1.61% | -11.5% |
| Q1 2016 | $2,726,000 | -91.9% | 18,908 | -92.1% | 1.82% | -76.9% |
| Q4 2015 | $33,497,000 | -0.1% | 240,438 | -2.1% | 7.86% | -48.8% |
| Q3 2015 | $33,544,000 | – | 245,550 | – | 15.33% | – |
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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% |