ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,430 | +58.4% | 3,976 | +66.2% | 0.08% | +56.0% |
| Q2 2023 | $625,722 | +83.1% | 2,393 | +75.2% | 0.05% | +78.6% |
| Q1 2023 | $341,719 | -3.6% | 1,366 | -6.8% | 0.03% | -9.7% |
| Q4 2022 | $354,611 | +10.5% | 1,466 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $321,000 | -6.4% | 1,466 | -3.4% | 0.03% | 0.0% |
| Q2 2022 | $343,000 | +39.4% | 1,517 | +41.6% | 0.03% | +24.0% |
| Q4 2020 | $246,000 | +18.3% | 1,071 | -4.8% | 0.02% | +4.2% |
| Q3 2020 | $208,000 | +4.0% | 1,125 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $200,000 | -2.4% | 1,125 | -20.9% | 0.03% | 0.0% |
| Q1 2020 | $205,000 | -70.4% | 1,423 | -57.7% | 0.03% | -67.9% |
| Q4 2019 | $693,000 | -4.7% | 3,367 | -10.5% | 0.08% | -10.6% |
| Q3 2019 | $727,000 | -29.3% | 3,761 | -29.0% | 0.09% | -32.4% |
| Q2 2019 | $1,029,000 | +8.5% | 5,296 | +7.2% | 0.14% | +13.0% |
| Q1 2019 | $948,000 | +9.7% | 4,938 | -7.0% | 0.12% | -11.5% |
| Q4 2018 | $864,000 | +0.2% | 5,309 | +23.0% | 0.14% | -9.2% |
| Q3 2018 | $862,000 | -0.5% | 4,317 | 0.0% | 0.15% | -5.0% |
| Q2 2018 | $866,000 | +3.0% | 4,317 | -3.8% | 0.16% | -0.6% |
| Q1 2018 | $841,000 | +8.5% | 4,486 | +9.8% | 0.16% | +9.5% |
| Q4 2017 | $775,000 | +10.1% | 4,086 | +4.9% | 0.15% | -0.7% |
| Q3 2017 | $704,000 | -9.2% | 3,896 | -12.6% | 0.15% | -15.3% |
| Q2 2017 | $775,000 | -5.9% | 4,456 | -8.3% | 0.18% | -7.4% |
| Q1 2017 | $824,000 | +45.3% | 4,861 | +41.7% | 0.19% | +19.5% |
| Q4 2016 | $567,000 | – | 3,431 | – | 0.16% | – |
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% |