ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,955,499 | +64.7% | 47,947 | +72.7% | 0.56% | +49.9% |
| Q2 2023 | $7,260,391 | +4.2% | 27,767 | -0.3% | 0.38% | -7.6% |
| Q1 2023 | $6,969,260 | +6.9% | 27,859 | +3.4% | 0.41% | -8.3% |
| Q4 2022 | $6,518,270 | +19.2% | 26,947 | +8.0% | 0.44% | +6.7% |
| Q3 2022 | $5,470,000 | +1.1% | 24,945 | +4.4% | 0.42% | +0.5% |
| Q2 2022 | $5,408,000 | -20.7% | 23,904 | -6.0% | 0.42% | -12.6% |
| Q1 2022 | $6,821,000 | +1.5% | 25,420 | +7.1% | 0.48% | -1.0% |
| Q4 2021 | $6,717,000 | +0.6% | 23,728 | -6.5% | 0.48% | -4.6% |
| Q3 2021 | $6,679,000 | +1.8% | 25,389 | +4.0% | 0.50% | -3.3% |
| Q2 2021 | $6,563,000 | +4.9% | 24,424 | +1.6% | 0.52% | -10.5% |
| Q1 2021 | $6,256,000 | +12.4% | 24,034 | -0.8% | 0.58% | +11.5% |
| Q4 2020 | $5,566,000 | +30.6% | 24,218 | +5.3% | 0.52% | +7.6% |
| Q3 2020 | $4,262,000 | +12.1% | 23,000 | +7.6% | 0.48% | -5.7% |
| Q2 2020 | $3,801,000 | -1.1% | 21,375 | -20.0% | 0.51% | -26.8% |
| Q1 2020 | $3,844,000 | -30.9% | 26,723 | -1.2% | 0.70% | -7.6% |
| Q4 2019 | $5,565,000 | +23.9% | 27,036 | +16.3% | 0.76% | +8.9% |
| Q3 2019 | $4,490,000 | +0.7% | 23,237 | +1.2% | 0.70% | -2.7% |
| Q2 2019 | $4,459,000 | +1.9% | 22,955 | -0.7% | 0.72% | -13.3% |
| Q1 2019 | $4,378,000 | +9.0% | 23,113 | +4.6% | 0.83% | -3.2% |
| Q4 2018 | $4,015,000 | -10.3% | 22,104 | -0.6% | 0.85% | -8.1% |
| Q3 2018 | $4,474,000 | -10.2% | 22,229 | -13.0% | 0.93% | -17.8% |
| Q2 2018 | $4,980,000 | +11.2% | 25,564 | +7.1% | 1.13% | -1.7% |
| Q1 2018 | $4,479,000 | +541.7% | 23,880 | +549.4% | 1.15% | +401.7% |
| Q4 2017 | $698,000 | +8.4% | 3,677 | +2.1% | 0.23% | -10.2% |
| Q3 2017 | $644,000 | +7.0% | 3,602 | +4.0% | 0.26% | +9.4% |
| Q2 2017 | $602,000 | +0.7% | 3,463 | -0.9% | 0.23% | 0.0% |
| Q1 2017 | $598,000 | +4.7% | 3,493 | +1.2% | 0.23% | +2.2% |
| Q4 2016 | $571,000 | +35.3% | 3,451 | +26.6% | 0.23% | +42.5% |
| Q3 2016 | $422,000 | +24.5% | 2,726 | +20.1% | 0.16% | +16.8% |
| Q2 2016 | $339,000 | +7.6% | 2,269 | +3.8% | 0.14% | +2.2% |
| Q1 2016 | $315,000 | -26.6% | 2,186 | -29.0% | 0.13% | -24.3% |
| Q4 2015 | $429,000 | +52.1% | 3,079 | +49.2% | 0.18% | +24.6% |
| Q3 2015 | $282,000 | – | 2,063 | – | 0.14% | – |
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% |