ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,432,901 | -3.3% | 5,747 | +1.4% | 0.16% | -3.7% |
| Q2 2023 | $1,482,211 | +8.3% | 5,669 | +3.6% | 0.16% | -5.2% |
| Q1 2023 | $1,368,512 | -1.4% | 5,471 | -4.7% | 0.17% | -21.7% |
| Q4 2022 | $1,387,882 | +1.4% | 5,738 | -8.1% | 0.22% | -30.3% |
| Q3 2022 | $1,369,000 | -22.5% | 6,243 | -20.1% | 0.32% | -23.2% |
| Q2 2022 | $1,767,000 | +22.5% | 7,809 | +45.2% | 0.41% | +24.4% |
| Q1 2022 | $1,443,000 | -4.5% | 5,379 | +0.8% | 0.33% | -0.6% |
| Q4 2021 | $1,511,000 | +9.7% | 5,337 | +1.9% | 0.33% | -13.7% |
| Q3 2021 | $1,378,000 | -2.6% | 5,240 | -0.5% | 0.39% | -4.0% |
| Q2 2021 | $1,415,000 | +2.9% | 5,267 | -0.3% | 0.40% | -7.1% |
| Q1 2021 | $1,375,000 | +6.8% | 5,283 | -5.6% | 0.43% | +1.9% |
| Q4 2020 | $1,287,000 | +20.4% | 5,598 | -3.0% | 0.43% | +6.2% |
| Q3 2020 | $1,069,000 | -0.7% | 5,770 | -4.7% | 0.40% | -4.8% |
| Q2 2020 | $1,077,000 | +29.1% | 6,055 | +4.4% | 0.42% | +10.8% |
| Q1 2020 | $834,000 | +109.5% | 5,800 | +199.9% | 0.38% | +155.0% |
| Q4 2019 | $398,000 | -2.0% | 1,934 | -7.9% | 0.15% | -3.9% |
| Q3 2019 | $406,000 | -27.8% | 2,100 | -27.5% | 0.16% | -27.2% |
| Q2 2019 | $562,000 | -23.3% | 2,895 | -25.2% | 0.21% | -26.6% |
| Q1 2019 | $733,000 | +4.9% | 3,869 | -7.6% | 0.29% | -27.5% |
| Q4 2018 | $699,000 | -18.1% | 4,187 | -1.8% | 0.40% | -15.3% |
| Q3 2018 | $854,000 | +11.2% | 4,262 | +8.1% | 0.47% | +42.6% |
| Q2 2018 | $768,000 | +8.9% | 3,943 | +2.1% | 0.33% | +2.5% |
| Q1 2018 | $705,000 | -8.1% | 3,861 | -12.5% | 0.32% | -17.8% |
| Q2 2017 | $767,000 | -0.3% | 4,411 | -2.9% | 0.39% | -2.7% |
| Q1 2017 | $769,000 | -3.8% | 4,543 | -4.5% | 0.40% | -8.4% |
| Q4 2016 | $799,000 | – | 4,757 | – | 0.44% | – |
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% |