ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,400,986 | -3.9% | 5,619 | +0.8% | 0.31% | 0.0% |
| Q2 2023 | $1,458,156 | +4.0% | 5,577 | -0.5% | 0.31% | +2.3% |
| Q1 2023 | $1,402,588 | -27.0% | 5,607 | -29.4% | 0.30% | -26.6% |
| Q4 2022 | $1,920,299 | +33.6% | 7,939 | +21.2% | 0.41% | +17.7% |
| Q3 2022 | $1,437,000 | -10.0% | 6,553 | -7.2% | 0.35% | 0.0% |
| Q2 2022 | $1,597,000 | -13.6% | 7,060 | +2.5% | 0.35% | -5.1% |
| Q1 2022 | $1,849,000 | -1.5% | 6,890 | +3.9% | 0.37% | -2.6% |
| Q4 2021 | $1,878,000 | +6.5% | 6,633 | -1.0% | 0.38% | -3.3% |
| Q3 2021 | $1,763,000 | -1.8% | 6,701 | +0.3% | 0.39% | -0.8% |
| Q2 2021 | $1,796,000 | -1.7% | 6,684 | -4.8% | 0.40% | -5.5% |
| Q1 2021 | $1,827,000 | +15.4% | 7,021 | +1.9% | 0.42% | +6.9% |
| Q4 2020 | $1,583,000 | +11.3% | 6,888 | -10.3% | 0.39% | -2.2% |
| Q3 2020 | $1,422,000 | +5.3% | 7,675 | +1.1% | 0.40% | +8.1% |
| Q2 2020 | $1,350,000 | -22.6% | 7,590 | -37.4% | 0.37% | -29.7% |
| Q1 2020 | $1,744,000 | -81.5% | 12,125 | -73.6% | 0.53% | -75.8% |
| Q4 2019 | $9,440,000 | -46.8% | 45,867 | -50.0% | 2.19% | +1.8% |
| Q3 2019 | $17,742,000 | +97.9% | 91,816 | +98.9% | 2.15% | +2.5% |
| Q2 2019 | $8,966,000 | +1.0% | 46,153 | -1.5% | 2.10% | -4.0% |
| Q1 2019 | $8,878,000 | +20.5% | 46,876 | +5.6% | 2.18% | +5.5% |
| Q4 2018 | $7,370,000 | -3.2% | 44,380 | +17.4% | 2.07% | -3.8% |
| Q3 2018 | $7,611,000 | +4.2% | 37,809 | +0.9% | 2.15% | -1.7% |
| Q2 2018 | $7,301,000 | +4.9% | 37,487 | +1.0% | 2.19% | +1.2% |
| Q1 2018 | $6,962,000 | +1.2% | 37,119 | +2.4% | 2.16% | -3.6% |
| Q4 2017 | $6,877,000 | +4.7% | 36,237 | -1.3% | 2.24% | +11.3% |
| Q3 2017 | $6,570,000 | +5.5% | 36,723 | +2.5% | 2.02% | -7.3% |
| Q2 2017 | $6,229,000 | +8.9% | 35,811 | +7.2% | 2.17% | +7.2% |
| Q1 2017 | $5,719,000 | +56.0% | 33,401 | +50.6% | 2.03% | +46.5% |
| Q4 2016 | $3,667,000 | +35.6% | 22,179 | +1063.6% | 1.38% | +42.1% |
| Q3 2016 | $2,705,000 | +869.5% | 1,906 | -4.9% | 0.97% | +883.8% |
| Q4 2015 | $279,000 | – | 2,005 | – | 0.10% | – |
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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% |