ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,691,658 | -22.2% | 42,878 | -18.4% | 1.01% | -20.6% |
| Q2 2023 | $13,746,034 | +21.8% | 52,570 | +16.5% | 1.27% | +3.8% |
| Q1 2023 | $11,284,218 | -3.2% | 45,108 | -6.4% | 1.22% | -11.6% |
| Q4 2022 | $11,660,424 | +8.6% | 48,205 | -1.6% | 1.38% | -8.9% |
| Q3 2022 | $10,738,000 | -11.9% | 48,976 | +0.5% | 1.52% | -4.9% |
| Q2 2022 | $12,183,000 | +196.7% | 48,721 | +218.4% | 1.60% | +37.1% |
| Q1 2022 | $4,106,000 | -5.2% | 15,303 | +0.0% | 1.16% | +0.5% |
| Q4 2021 | $4,332,000 | +7.8% | 15,302 | +0.2% | 1.16% | +12.1% |
| Q3 2021 | $4,018,000 | -11.7% | 15,275 | -9.8% | 1.03% | -14.2% |
| Q2 2021 | $4,549,000 | +14.4% | 16,929 | +10.8% | 1.20% | +3.0% |
| Q1 2021 | $3,975,000 | -40.3% | 15,273 | -47.3% | 1.17% | -41.8% |
| Q4 2020 | $6,655,000 | +27.9% | 28,955 | +3.1% | 2.01% | +35.4% |
| Q3 2020 | $5,204,000 | -2.8% | 28,081 | -6.7% | 1.48% | -26.9% |
| Q2 2020 | $5,352,000 | -11.8% | 30,098 | -28.7% | 2.03% | -10.0% |
| Q1 2020 | $6,069,000 | +1067.1% | 42,190 | +1570.9% | 2.25% | +1097.9% |
| Q4 2019 | $520,000 | -4.8% | 2,525 | -10.7% | 0.19% | -22.0% |
| Q3 2019 | $546,000 | -99.9% | 2,826 | +5.0% | 0.24% | -9.1% |
| Q2 2019 | $522,948,000 | +107724.3% | 2,692 | +5.1% | 0.26% | +31.2% |
| Q1 2019 | $485,000 | -65.7% | 2,561 | -69.9% | 0.20% | -60.6% |
| Q4 2018 | $1,412,000 | +35.6% | 8,504 | +64.4% | 0.51% | +22.1% |
| Q3 2018 | $1,041,000 | +5.7% | 5,172 | +2.3% | 0.42% | +0.5% |
| Q2 2018 | $985,000 | +7.8% | 5,057 | +3.8% | 0.42% | +9.1% |
| Q1 2018 | $914,000 | +1.7% | 4,871 | +5.7% | 0.38% | -4.5% |
| Q4 2017 | $899,000 | -43.8% | 4,608 | -48.5% | 0.40% | -30.9% |
| Q3 2017 | $1,600,000 | +8.1% | 8,943 | +5.1% | 0.58% | -30.6% |
| Q2 2017 | $1,480,000 | +22.0% | 8,508 | +20.1% | 0.84% | +16.3% |
| Q1 2017 | $1,213,000 | +299.0% | 7,084 | +285.4% | 0.72% | +216.7% |
| Q4 2016 | $304,000 | – | 1,838 | – | 0.23% | – |
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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% |