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 | $30,070,947 | -5.3% | 120,597 | -0.7% | 5.73% | -3.3% |
| Q2 2023 | $31,746,899 | +4.3% | 121,412 | -0.2% | 5.92% | -1.2% |
| Q1 2023 | $30,432,819 | +1.8% | 121,653 | -1.5% | 6.00% | -6.9% |
| Q4 2022 | $29,889,590 | +7.3% | 123,567 | -2.7% | 6.44% | -2.7% |
| Q3 2022 | $27,855,000 | -3.4% | 127,043 | -0.3% | 6.61% | -2.0% |
| Q2 2022 | $28,825,000 | -14.9% | 127,416 | +1.0% | 6.75% | -1.0% |
| Q1 2022 | $33,855,000 | -5.5% | 126,166 | -0.3% | 6.81% | -1.5% |
| Q4 2021 | $35,828,000 | +6.6% | 126,565 | -0.9% | 6.92% | +7.7% |
| Q3 2021 | $33,601,000 | +0.2% | 127,728 | +2.3% | 6.42% | -3.4% |
| Q2 2021 | $33,550,000 | +41.6% | 124,848 | +36.9% | 6.64% | -21.6% |
| Q1 2021 | $23,688,000 | +11.6% | 91,214 | -1.2% | 8.48% | +16.2% |
| Q4 2020 | $21,229,000 | +24.2% | 92,367 | +0.1% | 7.29% | +4.7% |
| Q3 2020 | $17,096,000 | +0.7% | 92,258 | -3.4% | 6.96% | -7.7% |
| Q2 2020 | $16,984,000 | +16.0% | 95,510 | -6.2% | 7.55% | -5.0% |
| Q1 2020 | $14,647,000 | -30.4% | 101,814 | -0.4% | 7.94% | -22.8% |
| Q4 2019 | $21,045,000 | +5.4% | 102,247 | -1.0% | 10.30% | +7.3% |
| Q3 2019 | $19,960,000 | -2.0% | 103,298 | -1.5% | 9.59% | -3.0% |
| Q2 2019 | $20,366,000 | +2.3% | 104,839 | -0.2% | 9.89% | -2.1% |
| Q1 2019 | $19,905,000 | +15.2% | 105,095 | +1.0% | 10.10% | +4.3% |
| Q4 2018 | $17,274,000 | -14.1% | 104,026 | +4.1% | 9.69% | +5.6% |
| Q3 2018 | $20,114,000 | +3.3% | 99,928 | -0.1% | 9.17% | -3.1% |
| Q2 2018 | $19,479,000 | +8.4% | 100,005 | +4.4% | 9.46% | +1.7% |
| Q1 2018 | $17,970,000 | -1.8% | 95,806 | -0.6% | 9.31% | -2.8% |
| Q4 2017 | $18,298,000 | +4.4% | 96,419 | -1.6% | 9.58% | -5.3% |
| Q3 2017 | $17,532,000 | +2.7% | 98,001 | -0.1% | 10.12% | -1.7% |
| Q2 2017 | $17,067,000 | +3.2% | 98,113 | +1.6% | 10.29% | -14.9% |
| Q1 2017 | $16,535,000 | +3.8% | 96,571 | +0.2% | 12.10% | +11.1% |
| Q4 2016 | $15,936,000 | +4.0% | 96,380 | -2.7% | 10.90% | +1.3% |
| Q3 2016 | $15,326,000 | +1.8% | 99,062 | -1.7% | 10.75% | -3.8% |
| Q2 2016 | $15,062,000 | +0.8% | 100,823 | -2.7% | 11.18% | +2.2% |
| Q1 2016 | $14,939,000 | +6.4% | 103,610 | +2.8% | 10.93% | +0.1% |
| Q4 2015 | $14,035,000 | +2.0% | 100,741 | +0.0% | 10.92% | -4.4% |
| Q3 2015 | $13,760,000 | -8.6% | 100,725 | +0.4% | 11.42% | -2.7% |
| Q2 2015 | $15,051,000 | -2.3% | 100,352 | -1.0% | 11.74% | -5.4% |
| Q1 2015 | $15,400,000 | +3.2% | 101,332 | -1.6% | 12.41% | +2.7% |
| Q4 2014 | $14,919,000 | – | 103,032 | – | 12.08% | – |
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% |