ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,358,105 | +0.3% | 37,530 | +5.2% | 0.87% | +4.2% |
| Q2 2023 | $9,329,394 | +8.6% | 35,686 | +3.9% | 0.84% | +3.5% |
| Q1 2023 | $8,590,129 | +3.4% | 34,338 | -0.0% | 0.81% | -5.1% |
| Q4 2022 | $8,306,461 | -99.9% | 34,339 | +0.3% | 0.85% | +2.3% |
| Q3 2022 | $7,507,493,000 | +4.6% | 34,240 | +8.0% | 0.83% | +5.4% |
| Q2 2022 | $7,175,600,000 | -15.3% | 31,718 | +0.4% | 0.79% | -2.0% |
| Q1 2022 | $8,471,109,000 | -10.2% | 31,602 | -5.3% | 0.80% | -8.2% |
| Q4 2021 | $9,434,024,000 | +6.0% | 33,359 | -1.4% | 0.88% | +4.0% |
| Q3 2021 | $8,900,336,000 | -43.3% | 33,847 | -38.3% | 0.84% | -44.4% |
| Q2 2021 | $15,690,001,000 | +6.1% | 54,883 | -3.4% | 1.52% | +0.3% |
| Q1 2021 | $14,782,172,000 | +7.7% | 56,810 | -5.0% | 1.51% | -2.4% |
| Q4 2020 | $13,722,582,000 | +21.5% | 59,778 | -1.9% | 1.55% | +8.2% |
| Q3 2020 | $11,292,573,000 | +2.9% | 60,938 | -1.3% | 1.43% | -4.4% |
| Q2 2020 | $10,975,904,000 | +21.4% | 61,724 | -1.8% | 1.50% | +1.5% |
| Q1 2020 | $9,044,199,000 | -40.4% | 62,868 | -19.6% | 1.48% | -21.0% |
| Q2 2019 | $15,180,992,000 | +8.4% | 78,147 | +5.7% | 1.87% | -1.5% |
| Q1 2019 | $14,007,708,000 | +4744.2% | 73,958 | +4148.0% | 1.90% | +4314.0% |
| Q4 2018 | $289,163,000 | -97.5% | 1,741 | -97.0% | 0.04% | -97.3% |
| Q3 2018 | $11,597,037,000 | +1.3% | 57,613 | -1.9% | 1.60% | -3.7% |
| Q2 2018 | $11,443,132,000 | +103626.7% | 58,749 | -0.1% | 1.66% | -3.3% |
| Q1 2018 | $11,032,000 | +4.1% | 58,816 | +5.3% | 1.72% | -4.0% |
| Q4 2017 | $10,598,000 | +5.9% | 55,842 | -0.1% | 1.79% | -0.9% |
| Q3 2017 | $10,005,000 | -2.4% | 55,925 | -5.1% | 1.80% | -7.9% |
| Q2 2017 | $10,251,000 | -20.4% | 58,931 | -21.7% | 1.96% | -8.9% |
| Q1 2017 | $12,881,000 | +34.5% | 75,231 | +29.8% | 2.15% | +22.6% |
| Q4 2016 | $9,579,000 | +29.8% | 57,938 | +21.5% | 1.75% | +22.7% |
| Q3 2016 | $7,377,000 | +6.3% | 47,684 | +2.6% | 1.43% | +10.0% |
| Q2 2016 | $6,940,000 | -2.5% | 46,456 | -5.9% | 1.30% | -6.3% |
| Q1 2016 | $7,119,000 | +6.1% | 49,376 | +2.5% | 1.39% | -1.6% |
| Q4 2015 | $6,709,000 | +22.0% | 48,152 | +19.7% | 1.41% | +13.3% |
| Q3 2015 | $5,498,000 | -8.1% | 40,243 | +0.8% | 1.24% | -8.9% |
| Q2 2015 | $5,985,000 | +11.2% | 39,908 | +12.7% | 1.37% | +11.9% |
| Q1 2015 | $5,382,000 | +5.2% | 35,414 | +0.2% | 1.22% | +107.3% |
| Q4 2014 | $5,118,000 | +8.2% | 35,344 | +2.2% | 0.59% | -47.4% |
| Q3 2014 | $4,730,000 | +15.4% | 34,593 | +20.8% | 1.12% | +14.5% |
| Q2 2014 | $4,098,000 | +17.0% | 28,643 | +12.4% | 0.98% | +3.3% |
| Q1 2014 | $3,503,000 | +17.0% | 25,480 | +13.8% | 0.95% | +4.5% |
| Q4 2013 | $2,995,000 | +26.6% | 22,384 | +17.4% | 0.91% | +18.4% |
| Q3 2013 | $2,366,000 | +10.5% | 19,062 | +2.8% | 0.76% | +2.8% |
| Q2 2013 | $2,142,000 | +153.8% | 18,542 | +152.8% | 0.74% | +146.4% |
| Q1 2013 | $844,000 | +81.5% | 7,335 | +60.4% | 0.30% | +63.2% |
| Q4 2012 | $465,000 | +46.2% | 4,574 | +42.0% | 0.18% | +58.1% |
| Q3 2012 | $318,000 | +58.2% | 3,221 | +51.1% | 0.12% | +77.3% |
| Q2 2012 | $201,000 | -86.0% | 2,132 | -85.4% | 0.07% | -86.8% |
| Q1 2011 | $1,439,000 | +25.3% | 14,582 | +15.2% | 0.50% | -20.5% |
| Q4 2010 | $1,148,000 | +47.7% | 12,663 | +30.5% | 0.63% | +26.3% |
| Q3 2010 | $777,000 | – | 9,705 | – | 0.50% | – |
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% |