ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,588,718 | -4.2% | 30,434 | +0.4% | 2.70% | -3.3% |
Q2 2023 | $7,923,629 | +73.0% | 30,303 | +65.5% | 2.79% | +56.9% |
Q1 2023 | $4,581,431 | +813.2% | 18,314 | +783.0% | 1.78% | +759.4% |
Q4 2022 | $501,680 | +846.6% | 2,074 | +764.2% | 0.21% | +885.7% |
Q3 2022 | $53,000 | -1.9% | 240 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $54,000 | -15.6% | 240 | 0.0% | 0.02% | +15.8% |
Q1 2022 | $64,000 | -37.3% | 240 | -33.3% | 0.02% | -32.1% |
Q4 2021 | $102,000 | +7.4% | 360 | 0.0% | 0.03% | -3.4% |
Q3 2021 | $95,000 | -2.1% | 360 | 0.0% | 0.03% | +7.4% |
Q2 2021 | $97,000 | +3.2% | 360 | 0.0% | 0.03% | -3.6% |
Q1 2021 | $94,000 | +13.3% | 360 | 0.0% | 0.03% | +7.7% |
Q4 2020 | $83,000 | +25.8% | 360 | -5.5% | 0.03% | -7.1% |
Q3 2020 | $66,000 | +3.1% | 381 | +5.8% | 0.03% | +7.7% |
Q2 2020 | $64,000 | +25.5% | 360 | 0.0% | 0.03% | -21.2% |
Q1 2020 | $51,000 | -99.3% | 360 | -99.0% | 0.03% | -98.9% |
Q4 2019 | $7,435,000 | +571.0% | 36,125 | +467.2% | 3.00% | +504.6% |
Q2 2017 | $1,108,000 | +2.8% | 6,369 | +1.1% | 0.50% | -8.1% |
Q1 2017 | $1,078,000 | +2.3% | 6,297 | -1.2% | 0.54% | +3.1% |
Q4 2016 | $1,054,000 | +92.3% | 6,373 | +80.0% | 0.52% | +84.5% |
Q3 2016 | $548,000 | +3325.0% | 3,541 | +3304.8% | 0.28% | +3450.0% |
Q2 2015 | $16,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $16,000 | – | 104 | – | 0.01% | – |
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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% |