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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,009,756 | +9.4% | 8,309 | -0.8% | 0.79% | +3.8% |
| Q3 2022 | $1,837,000 | -36.6% | 8,379 | -34.6% | 0.76% | -35.1% |
| Q2 2022 | $2,897,000 | -29.2% | 12,806 | -16.0% | 1.18% | -24.9% |
| Q1 2022 | $4,092,000 | -46.3% | 15,251 | -43.4% | 1.57% | +3.6% |
| Q4 2021 | $7,621,000 | +3.1% | 26,924 | -4.2% | 1.51% | -46.8% |
| Q3 2021 | $7,390,000 | +2.1% | 28,092 | +4.3% | 2.85% | +5.6% |
| Q2 2021 | $7,235,000 | +3.0% | 26,926 | -0.2% | 2.70% | -10.8% |
| Q1 2021 | $7,025,000 | +15.1% | 26,992 | +1.7% | 3.02% | +4.9% |
| Q4 2020 | $6,102,000 | +30.8% | 26,552 | +5.5% | 2.88% | +13.4% |
| Q3 2020 | $4,665,000 | +14.0% | 25,175 | +9.4% | 2.54% | +11.6% |
| Q2 2020 | $4,091,000 | +37.6% | 23,011 | +11.3% | 2.28% | +14.7% |
| Q1 2020 | $2,973,000 | -27.2% | 20,668 | +4.1% | 1.98% | -15.7% |
| Q4 2019 | $4,086,000 | +37.8% | 19,855 | +29.4% | 2.35% | +24.4% |
| Q3 2019 | $2,965,000 | -15.2% | 15,345 | -14.8% | 1.89% | -20.3% |
| Q2 2019 | $3,498,000 | +1.5% | 18,008 | -1.1% | 2.37% | -4.0% |
| Q1 2019 | $3,447,000 | +14.7% | 18,204 | +0.6% | 2.47% | +9.0% |
| Q4 2018 | $3,006,000 | -12.5% | 18,103 | +5.2% | 2.27% | -9.6% |
| Q3 2018 | $3,437,000 | +3.0% | 17,210 | +0.4% | 2.51% | +3.2% |
| Q2 2018 | $3,338,000 | +6.6% | 17,133 | +2.7% | 2.43% | -0.5% |
| Q1 2018 | $3,130,000 | -1.0% | 16,687 | +2.5% | 2.44% | +2.7% |
| Q4 2017 | $3,162,000 | – | 16,287 | – | 2.38% | – |
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% |