ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,141,000 | +25.2% | 26,721 | +0.9% | 0.54% | +10.1% |
| Q3 2020 | $4,906,000 | +6.6% | 26,475 | +2.3% | 0.49% | -1.2% |
| Q2 2020 | $4,604,000 | +90.2% | 25,891 | +53.9% | 0.49% | +77.0% |
| Q1 2020 | $2,420,000 | -33.6% | 16,818 | -5.0% | 0.28% | -16.8% |
| Q4 2019 | $3,644,000 | +12.4% | 17,705 | +5.5% | 0.33% | +5.0% |
| Q3 2019 | $3,243,000 | +4.0% | 16,785 | +4.6% | 0.32% | +3.6% |
| Q2 2019 | $3,117,000 | +4.0% | 16,047 | +1.5% | 0.31% | +5.9% |
| Q1 2019 | $2,996,000 | +35.5% | 15,817 | +18.8% | 0.29% | +16.5% |
| Q4 2018 | $2,211,000 | -6.3% | 13,317 | +13.6% | 0.25% | +3.8% |
| Q3 2018 | $2,360,000 | -4.4% | 11,724 | -7.5% | 0.24% | -10.1% |
| Q2 2018 | $2,468,000 | +20.0% | 12,668 | +10.2% | 0.27% | +5.1% |
| Q1 2018 | $2,057,000 | -14.3% | 11,497 | -9.0% | 0.25% | -9.6% |
| Q4 2017 | $2,399,000 | +16.6% | 12,640 | +9.9% | 0.28% | +10.6% |
| Q3 2017 | $2,057,000 | +2.5% | 11,497 | -0.3% | 0.25% | -2.3% |
| Q2 2017 | $2,006,000 | +6.6% | 11,533 | +4.9% | 0.26% | +2.0% |
| Q1 2017 | $1,882,000 | +18.9% | 10,991 | +14.8% | 0.26% | +8.1% |
| Q4 2016 | $1,583,000 | +20.8% | 9,572 | +13.1% | 0.24% | +15.7% |
| Q3 2016 | $1,310,000 | +3.7% | 8,466 | +0.1% | 0.20% | 0.0% |
| Q2 2016 | $1,263,000 | +4.4% | 8,455 | +0.8% | 0.20% | +2.0% |
| Q1 2016 | $1,210,000 | +15.0% | 8,392 | +11.1% | 0.20% | +9.9% |
| Q4 2015 | $1,052,000 | +20.0% | 7,553 | +17.6% | 0.18% | +11.0% |
| Q3 2015 | $877,000 | +12.7% | 6,423 | +23.8% | 0.16% | +14.7% |
| Q2 2015 | $778,000 | +19.3% | 5,189 | +20.9% | 0.14% | +20.2% |
| Q1 2015 | $652,000 | +9.2% | 4,291 | +4.1% | 0.12% | -45.2% |
| Q4 2014 | $597,000 | – | 4,121 | – | 0.22% | – |
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% |