ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,066,175 | -7.2% | 72,453 | -2.6% | 0.99% | -6.1% |
| Q2 2023 | $19,457,775 | +31.6% | 74,414 | +25.9% | 1.05% | +12.5% |
| Q1 2023 | $14,790,214 | +4.5% | 59,123 | +1.1% | 0.94% | +0.1% |
| Q4 2022 | $14,148,145 | +7.5% | 58,490 | -2.6% | 0.94% | -1.8% |
| Q3 2022 | $13,164,000 | -1.7% | 60,038 | +1.4% | 0.95% | +3.7% |
| Q2 2022 | $13,390,000 | -15.3% | 59,190 | +0.4% | 0.92% | -4.7% |
| Q1 2022 | $15,814,000 | -4.2% | 58,934 | +1.0% | 0.96% | -0.3% |
| Q4 2021 | $16,511,000 | +7.4% | 58,328 | -0.2% | 0.97% | -2.1% |
| Q3 2021 | $15,372,000 | -1.5% | 58,433 | +0.6% | 0.99% | -3.5% |
| Q2 2021 | $15,607,000 | -17.2% | 58,074 | -19.8% | 1.02% | -22.7% |
| Q1 2021 | $18,853,000 | +16.4% | 72,433 | +2.8% | 1.32% | +5.9% |
| Q4 2020 | $16,192,000 | +22.9% | 70,457 | -0.9% | 1.25% | +7.8% |
| Q3 2020 | $13,174,000 | +2.0% | 71,087 | -2.2% | 1.16% | -4.1% |
| Q2 2020 | $12,920,000 | -1.5% | 72,658 | -20.3% | 1.21% | -17.8% |
| Q1 2020 | $13,112,000 | -17.4% | 91,147 | +18.1% | 1.47% | +4.4% |
| Q4 2019 | $15,880,000 | +7.7% | 77,154 | +1.1% | 1.41% | -0.7% |
| Q3 2019 | $14,745,000 | -5.1% | 76,305 | -4.6% | 1.42% | -9.8% |
| Q2 2019 | $15,544,000 | +2.3% | 80,016 | -0.3% | 1.58% | -0.9% |
| Q1 2019 | $15,199,000 | +24.1% | 80,250 | +8.8% | 1.59% | +10.7% |
| Q4 2018 | $12,248,000 | +39.9% | 73,762 | +68.7% | 1.44% | +42.4% |
| Q3 2018 | $8,754,000 | -7.5% | 43,715 | -10.0% | 1.01% | +66.5% |
| Q2 2018 | $9,460,000 | +554.7% | 48,572 | +530.5% | 0.61% | +46.4% |
| Q1 2018 | $1,445,000 | +56.0% | 7,704 | +57.8% | 0.41% | +14.4% |
| Q4 2017 | $926,000 | +6.9% | 4,881 | +0.8% | 0.36% | +5.8% |
| Q3 2017 | $866,000 | +12.3% | 4,844 | +9.1% | 0.34% | +7.5% |
| Q2 2017 | $771,000 | -6.3% | 4,438 | -7.7% | 0.32% | -6.5% |
| Q1 2017 | $823,000 | +11.7% | 4,809 | +7.8% | 0.34% | +4.3% |
| Q4 2016 | $737,000 | -6.6% | 4,463 | -12.4% | 0.33% | -2.7% |
| Q3 2016 | $789,000 | +28.3% | 5,096 | +23.6% | 0.34% | +23.6% |
| Q2 2016 | $615,000 | +3.5% | 4,122 | +0.2% | 0.27% | -5.9% |
| Q1 2016 | $594,000 | -0.7% | 4,113 | -4.1% | 0.29% | -3.4% |
| Q4 2015 | $598,000 | – | 4,289 | – | 0.30% | – |
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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% |