ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,009 | -4.9% | 2,262 | 0.0% | 0.15% | -3.2% |
| Q2 2023 | $593,143 | +2.7% | 2,262 | -2.0% | 0.16% | -1.3% |
| Q1 2023 | $577,557 | +1.3% | 2,309 | -2.1% | 0.16% | -7.6% |
| Q4 2022 | $570,316 | +15.9% | 2,358 | +5.1% | 0.17% | +4.2% |
| Q3 2022 | $492,000 | -3.1% | 2,244 | 0.0% | 0.16% | -1.8% |
| Q2 2022 | $508,000 | -15.6% | 2,244 | 0.0% | 0.17% | -5.6% |
| Q1 2022 | $602,000 | -8.2% | 2,244 | -3.1% | 0.18% | -5.8% |
| Q4 2021 | $656,000 | +9.0% | 2,316 | +1.1% | 0.19% | -5.0% |
| Q3 2021 | $602,000 | -2.1% | 2,290 | 0.0% | 0.20% | -8.7% |
| Q2 2021 | $615,000 | +3.2% | 2,290 | 0.0% | 0.22% | -10.3% |
| Q1 2021 | $596,000 | +12.5% | 2,290 | -0.7% | 0.24% | +4.3% |
| Q4 2020 | $530,000 | +24.1% | 2,307 | 0.0% | 0.23% | +6.4% |
| Q3 2020 | $427,000 | +4.7% | 2,307 | +0.5% | 0.22% | +0.9% |
| Q2 2020 | $408,000 | -0.7% | 2,296 | -19.7% | 0.22% | -18.4% |
| Q1 2020 | $411,000 | -57.6% | 2,858 | -39.3% | 0.27% | -52.0% |
| Q4 2019 | $970,000 | +7.4% | 4,712 | +0.8% | 0.55% | +0.2% |
| Q3 2019 | $903,000 | -0.1% | 4,675 | +0.5% | 0.55% | -3.3% |
| Q2 2019 | $904,000 | +1.1% | 4,652 | +2.2% | 0.57% | -4.3% |
| Q1 2019 | $894,000 | +1.8% | 4,552 | -14.0% | 0.60% | -14.0% |
| Q4 2018 | $878,000 | -31.2% | 5,290 | -16.6% | 0.70% | -25.4% |
| Q3 2018 | $1,277,000 | +0.3% | 6,345 | -2.9% | 0.93% | -9.6% |
| Q2 2018 | $1,273,000 | -3.9% | 6,534 | -7.5% | 1.03% | -5.8% |
| Q1 2018 | $1,325,000 | -4.5% | 7,066 | -3.4% | 1.10% | -12.7% |
| Q4 2017 | $1,388,000 | – | 7,313 | – | 1.26% | – |
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% |