ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,626 | -4.6% | 576 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $150,612 | +2051.6% | 576 | +2033.3% | 0.00% | – |
| Q4 2022 | $7,000 | -94.9% | 27 | -96.3% | 0.00% | -100.0% |
| Q3 2020 | $137,000 | +4.6% | 739 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $131,000 | +23.6% | 739 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $106,000 | -30.3% | 739 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $152,000 | +6.3% | 739 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $143,000 | -0.7% | 739 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $144,000 | +2.9% | 739 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $140,000 | +13.8% | 739 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $123,000 | -37.2% | 739 | -28.5% | 0.01% | +25.0% |
| Q4 2017 | $196,000 | -51.5% | 1,034 | -54.2% | 0.00% | -71.4% |
| Q3 2017 | $404,000 | -55.2% | 2,260 | -56.4% | 0.01% | -54.8% |
| Q2 2017 | $901,000 | +164.2% | 5,180 | +160.3% | 0.03% | +158.3% |
| Q1 2017 | $341,000 | -7.3% | 1,990 | -10.5% | 0.01% | +9.1% |
| Q4 2016 | $368,000 | -49.7% | 2,224 | -52.9% | 0.01% | -47.6% |
| Q3 2016 | $731,000 | +1.5% | 4,724 | -2.0% | 0.02% | 0.0% |
| Q2 2016 | $720,000 | +155.3% | 4,818 | +146.6% | 0.02% | +133.3% |
| Q1 2016 | $282,000 | +22.6% | 1,954 | +18.8% | 0.01% | +28.6% |
| Q4 2015 | $230,000 | +2.2% | 1,645 | 0.0% | 0.01% | -22.2% |
| Q3 2015 | $225,000 | +13.1% | 1,645 | +24.2% | 0.01% | +28.6% |
| Q2 2015 | $199,000 | +161.8% | 1,325 | +166.6% | 0.01% | +133.3% |
| Q1 2015 | $76,000 | +5.6% | 497 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $72,000 | -29.4% | 497 | -33.3% | 0.00% | -25.0% |
| Q3 2014 | $102,000 | -4.7% | 745 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $107,000 | +4.9% | 745 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $102,000 | -15.0% | 745 | -16.9% | 0.00% | -20.0% |
| Q4 2013 | $120,000 | – | 897 | – | 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% |