ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,456,416 | -5.3% | 5,841 | -0.6% | 0.41% | +0.7% |
| Q2 2023 | $1,537,202 | +4.6% | 5,879 | +0.1% | 0.41% | -0.2% |
| Q1 2023 | $1,468,956 | +0.5% | 5,872 | -2.8% | 0.41% | -4.7% |
| Q4 2022 | $1,461,297 | +11.3% | 6,041 | +0.9% | 0.43% | +1.7% |
| Q3 2022 | $1,313,000 | -3.2% | 5,990 | -0.1% | 0.42% | +5.0% |
| Q2 2022 | $1,357,000 | -16.0% | 5,998 | -0.3% | 0.40% | -5.4% |
| Q1 2022 | $1,615,000 | -6.9% | 6,017 | -1.8% | 0.42% | -5.8% |
| Q4 2021 | $1,734,000 | -0.3% | 6,125 | -2.2% | 0.45% | -1.8% |
| Q3 2021 | $1,739,000 | +2.4% | 6,265 | -0.9% | 0.46% | -1.1% |
| Q2 2021 | $1,698,000 | +3.8% | 6,319 | +0.5% | 0.46% | -2.1% |
| Q1 2021 | $1,636,000 | +8.9% | 6,287 | +1.1% | 0.47% | +5.4% |
| Q4 2020 | $1,502,000 | +20.7% | 6,217 | -7.4% | 0.45% | +0.4% |
| Q3 2020 | $1,244,000 | -5.5% | 6,713 | -9.3% | 0.45% | -9.5% |
| Q2 2020 | $1,316,000 | +20.8% | 7,398 | -2.2% | 0.49% | +6.5% |
| Q1 2020 | $1,089,000 | -39.9% | 7,567 | -14.0% | 0.46% | -24.5% |
| Q4 2019 | $1,811,000 | -0.8% | 8,798 | -6.9% | 0.61% | -5.5% |
| Q3 2019 | $1,826,000 | -0.5% | 9,448 | 0.0% | 0.65% | +0.2% |
| Q2 2019 | $1,835,000 | +2.5% | 9,448 | -0.1% | 0.65% | -0.5% |
| Q1 2019 | $1,791,000 | +10.6% | 9,458 | -3.0% | 0.65% | +0.6% |
| Q4 2018 | $1,619,000 | -17.1% | 9,750 | +0.5% | 0.65% | -8.6% |
| Q3 2018 | $1,954,000 | +4.4% | 9,706 | +1.0% | 0.71% | +0.9% |
| Q2 2018 | $1,872,000 | +4.9% | 9,609 | +1.1% | 0.70% | +1.0% |
| Q1 2018 | $1,784,000 | -2.6% | 9,509 | -1.5% | 0.70% | -4.4% |
| Q4 2017 | $1,832,000 | +5.8% | 9,653 | -0.3% | 0.73% | +0.6% |
| Q3 2017 | $1,732,000 | +3.1% | 9,680 | +0.2% | 0.72% | -2.4% |
| Q2 2017 | $1,680,000 | -9.2% | 9,658 | -10.7% | 0.74% | -16.0% |
| Q1 2017 | $1,851,000 | +2.9% | 10,814 | -0.6% | 0.88% | +4.1% |
| Q4 2016 | $1,798,000 | +0.3% | 10,876 | -6.1% | 0.85% | -0.5% |
| Q3 2016 | $1,792,000 | +1.1% | 11,581 | -2.4% | 0.85% | -3.4% |
| Q2 2016 | $1,773,000 | +3.9% | 11,866 | +0.3% | 0.88% | +1.7% |
| Q1 2016 | $1,706,000 | -0.9% | 11,835 | -4.3% | 0.87% | -5.3% |
| Q4 2015 | $1,722,000 | -1.0% | 12,361 | -2.9% | 0.91% | -3.1% |
| Q3 2015 | $1,739,000 | -6.8% | 12,731 | +2.3% | 0.94% | -1.8% |
| Q2 2015 | $1,866,000 | -1.1% | 12,443 | +0.2% | 0.96% | -0.1% |
| Q1 2015 | $1,887,000 | +5.2% | 12,419 | +0.3% | 0.96% | +3.0% |
| Q4 2014 | $1,793,000 | – | 12,383 | – | 0.93% | – |
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% |