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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,564 | -1.6% | 30,198 | +2.7% | 0.39% | +2.6% |
| Q2 2023 | $7,685 | -36.7% | 29,393 | -39.4% | 0.38% | -35.2% |
| Q1 2023 | $12,137 | -23.6% | 48,519 | -33.0% | 0.59% | -40.1% |
| Q4 2022 | $15,881 | -99.9% | 72,434 | 0.0% | 0.99% | 0.0% |
| Q3 2022 | $15,881,000 | -3.9% | 72,434 | -0.8% | 0.99% | +6.6% |
| Q2 2022 | $16,518,000 | -17.6% | 73,014 | -2.3% | 0.93% | -9.9% |
| Q1 2022 | $20,046,000 | -7.7% | 74,705 | -2.6% | 1.03% | -4.0% |
| Q4 2021 | $21,710,000 | +8.9% | 76,694 | +1.2% | 1.07% | -7.7% |
| Q3 2021 | $19,928,000 | +274.2% | 75,754 | +282.2% | 1.16% | +241.2% |
| Q2 2021 | $5,326,000 | +15.9% | 19,822 | +12.3% | 0.34% | +6.6% |
| Q1 2021 | $4,595,000 | +28.9% | 17,654 | +13.8% | 0.32% | +20.4% |
| Q4 2020 | $3,564,000 | +27.3% | 15,509 | +2.6% | 0.26% | +10.9% |
| Q3 2020 | $2,800,000 | +4.2% | 15,112 | +0.0% | 0.24% | +0.8% |
| Q2 2020 | $2,687,000 | -9.8% | 15,111 | -27.0% | 0.24% | -25.2% |
| Q1 2020 | $2,979,000 | -38.2% | 20,714 | -11.6% | 0.32% | -26.3% |
| Q4 2019 | $4,824,000 | +9.3% | 23,438 | +2.6% | 0.43% | -4.4% |
| Q3 2019 | $4,414,000 | +15.5% | 22,848 | +16.1% | 0.45% | +10.6% |
| Q2 2019 | $3,823,000 | +2.6% | 19,682 | 0.0% | 0.41% | -3.1% |
| Q1 2019 | $3,727,000 | +10.0% | 19,682 | -3.5% | 0.42% | -13.9% |
| Q4 2018 | $3,387,000 | -16.5% | 20,399 | +1.2% | 0.49% | -38.2% |
| Q3 2018 | $4,056,000 | +31.8% | 20,154 | +27.5% | 0.79% | +18.4% |
| Q2 2018 | $3,078,000 | +3.8% | 15,804 | 0.0% | 0.67% | 0.0% |
| Q1 2018 | $2,964,000 | -1.2% | 15,804 | 0.0% | 0.67% | -5.5% |
| Q4 2017 | $2,999,000 | +6.1% | 15,804 | 0.0% | 0.71% | -10.6% |
| Q3 2017 | $2,827,000 | +482.9% | 15,804 | +457.1% | 0.79% | +547.5% |
| Q1 2017 | $485,000 | – | 2,837 | – | 0.12% | – |
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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% |