ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,425,598 | -2.2% | 85,926 | +2.6% | 2.48% | -0.8% |
| Q2 2023 | $21,898,374 | +6.0% | 83,748 | +1.4% | 2.50% | +4.8% |
| Q1 2023 | $20,662,243 | +6.2% | 82,596 | +2.7% | 2.38% | +5.8% |
| Q4 2022 | $19,462,472 | +11.9% | 80,460 | +1.5% | 2.26% | +2.1% |
| Q3 2022 | $17,388,000 | -1.5% | 79,305 | +1.7% | 2.21% | +3.3% |
| Q2 2022 | $17,650,000 | -14.3% | 78,017 | +1.6% | 2.14% | -4.4% |
| Q1 2022 | $20,596,000 | -2.7% | 76,752 | +2.6% | 2.24% | +5.4% |
| Q4 2021 | $21,178,000 | +10.5% | 74,813 | +2.7% | 2.12% | -44.3% |
| Q3 2021 | $19,169,000 | +0.0% | 72,866 | +2.2% | 3.81% | +0.7% |
| Q2 2021 | $19,166,000 | +2.5% | 71,321 | -0.7% | 3.78% | -3.8% |
| Q1 2021 | $18,702,000 | +15.8% | 71,852 | +2.3% | 3.93% | +8.8% |
| Q4 2020 | $16,147,000 | +25.3% | 70,254 | +1.0% | 3.61% | +11.9% |
| Q3 2020 | $12,886,000 | +4.9% | 69,537 | +0.6% | 3.23% | -2.4% |
| Q2 2020 | $12,286,000 | +19.0% | 69,091 | -3.8% | 3.31% | +3.5% |
| Q1 2020 | $10,327,000 | -27.7% | 71,785 | +3.4% | 3.20% | -13.2% |
| Q4 2019 | $14,290,000 | +8.8% | 69,431 | +2.1% | 3.69% | -0.6% |
| Q3 2019 | $13,140,000 | +0.1% | 68,000 | +0.7% | 3.71% | -2.4% |
| Q2 2019 | $13,123,000 | -2.9% | 67,556 | -5.3% | 3.80% | -8.6% |
| Q1 2019 | $13,512,000 | +11.0% | 71,339 | -2.7% | 4.16% | -0.3% |
| Q4 2018 | $12,173,000 | -15.1% | 73,305 | +2.9% | 4.17% | -8.2% |
| Q3 2018 | $14,338,000 | +13.8% | 71,228 | +10.1% | 4.54% | +4.3% |
| Q2 2018 | $12,595,000 | +21.0% | 64,665 | +16.5% | 4.36% | +5.6% |
| Q1 2018 | $10,413,000 | +4.6% | 55,514 | +5.8% | 4.13% | +6.4% |
| Q4 2017 | $9,959,000 | -19.0% | 52,476 | -23.6% | 3.88% | -21.6% |
| Q3 2017 | $12,295,000 | +15.8% | 68,727 | +12.6% | 4.94% | +9.7% |
| Q2 2017 | $10,613,000 | +4.4% | 61,011 | +2.7% | 4.51% | -2.2% |
| Q1 2017 | $10,168,000 | +5.6% | 59,383 | +1.9% | 4.61% | -4.2% |
| Q4 2016 | $9,631,000 | +10.3% | 58,251 | +3.2% | 4.81% | +0.3% |
| Q3 2016 | $8,729,000 | -1.6% | 56,420 | -5.0% | 4.80% | -7.8% |
| Q2 2016 | $8,873,000 | +15.9% | 59,394 | +11.9% | 5.20% | -27.2% |
| Q1 2016 | $7,655,000 | +12.8% | 53,093 | +9.0% | 7.15% | +2.9% |
| Q4 2015 | $6,784,000 | – | 48,696 | – | 6.94% | – |
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% |