ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $667,000 | -20.9% | 3,043 | -18.4% | 0.06% | -16.0% |
| Q2 2022 | $843,000 | +3.2% | 3,727 | +22.4% | 0.08% | +29.3% |
| Q1 2022 | $817,000 | +1.5% | 3,044 | -0.6% | 0.06% | -9.4% |
| Q4 2021 | $805,000 | 0.0% | 3,061 | 0.0% | 0.06% | -13.5% |
| Q3 2021 | $805,000 | -1.8% | 3,061 | +0.3% | 0.07% | +19.4% |
| Q2 2021 | $820,000 | +8.6% | 3,052 | +5.2% | 0.06% | -4.6% |
| Q1 2021 | $755,000 | +13.5% | 2,901 | +0.3% | 0.06% | +6.6% |
| Q4 2020 | $665,000 | +22.9% | 2,893 | -0.9% | 0.06% | +7.0% |
| Q3 2020 | $541,000 | +2.1% | 2,918 | -2.2% | 0.06% | -5.0% |
| Q2 2020 | $530,000 | +27.4% | 2,983 | +3.1% | 0.06% | -1.6% |
| Q1 2020 | $416,000 | -53.0% | 2,893 | -32.8% | 0.06% | -43.5% |
| Q4 2019 | $886,000 | +7.3% | 4,304 | +0.7% | 0.11% | 0.0% |
| Q3 2019 | $826,000 | +5.8% | 4,275 | +6.3% | 0.11% | -0.9% |
| Q2 2019 | $781,000 | +3.6% | 4,023 | +1.1% | 0.11% | +0.9% |
| Q1 2019 | $754,000 | +14.1% | 3,981 | 0.0% | 0.11% | 0.0% |
| Q4 2018 | $661,000 | -20.6% | 3,981 | -3.8% | 0.11% | -9.2% |
| Q3 2018 | $833,000 | +3.3% | 4,140 | 0.0% | 0.12% | -2.5% |
| Q2 2018 | $806,000 | +3.9% | 4,140 | 0.0% | 0.12% | +0.8% |
| Q1 2018 | $776,000 | +70.5% | 4,140 | +72.6% | 0.12% | +15.2% |
| Q4 2017 | $455,000 | +9.9% | 2,398 | +3.6% | 0.10% | +8.2% |
| Q3 2017 | $414,000 | +3.0% | 2,314 | +0.0% | 0.10% | +5.4% |
| Q2 2017 | $402,000 | +1.5% | 2,313 | 0.0% | 0.09% | +2.2% |
| Q1 2017 | $396,000 | +10.6% | 2,313 | +6.8% | 0.09% | +11.1% |
| Q4 2016 | $358,000 | -8.9% | 2,165 | -14.7% | 0.08% | -5.8% |
| Q3 2016 | $393,000 | +31.0% | 2,537 | +26.3% | 0.09% | +28.4% |
| Q2 2016 | $300,000 | +3.4% | 2,009 | 0.0% | 0.07% | +6.3% |
| Q1 2016 | $290,000 | +3.6% | 2,009 | 0.0% | 0.06% | +12.5% |
| Q4 2015 | $280,000 | +1.1% | 2,009 | -0.8% | 0.06% | -8.2% |
| Q3 2015 | $277,000 | -15.3% | 2,025 | -7.2% | 0.06% | -21.8% |
| Q2 2015 | $327,000 | – | 2,182 | – | 0.08% | – |
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% |