ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,684,919 | +3.5% | 30,720 | +0.0% | 1.37% | -6.9% |
| Q4 2022 | $7,427,233 | +7.1% | 30,705 | -2.9% | 1.47% | -7.3% |
| Q3 2022 | $6,936,000 | +8.1% | 31,633 | +11.6% | 1.58% | +10.7% |
| Q2 2022 | $6,415,000 | -17.9% | 28,355 | -2.6% | 1.43% | -13.9% |
| Q1 2022 | $7,811,000 | -4.9% | 29,107 | +0.4% | 1.66% | -8.3% |
| Q4 2021 | $8,210,000 | +9.6% | 29,001 | +1.9% | 1.81% | -0.4% |
| Q3 2021 | $7,489,000 | -15.7% | 28,466 | -13.8% | 1.82% | -18.5% |
| Q2 2021 | $8,879,000 | +2.6% | 33,040 | -0.7% | 2.23% | -0.6% |
| Q1 2021 | $8,658,000 | +37.2% | 33,265 | -6.2% | 2.24% | +7.6% |
| Q2 2020 | $6,309,000 | +6.2% | 35,479 | -14.1% | 2.09% | -11.1% |
| Q1 2020 | $5,940,000 | -35.9% | 41,288 | -8.3% | 2.35% | -20.7% |
| Q4 2019 | $9,266,000 | +4.2% | 45,022 | -2.2% | 2.96% | -4.1% |
| Q3 2019 | $8,894,000 | +1.7% | 46,027 | +2.2% | 3.09% | -5.0% |
| Q2 2019 | $8,746,000 | +15.7% | 45,023 | +12.8% | 3.25% | +2.4% |
| Q1 2019 | $7,559,000 | +26.6% | 39,908 | +11.0% | 3.18% | +2.5% |
| Q4 2018 | $5,971,000 | -7.8% | 35,957 | +11.8% | 3.10% | +3.5% |
| Q3 2018 | $6,473,000 | +8.4% | 32,157 | +4.9% | 2.99% | -9.8% |
| Q2 2018 | $5,971,000 | +9.5% | 30,656 | +5.4% | 3.32% | +2.7% |
| Q1 2018 | $5,454,000 | +96.8% | 29,077 | +99.1% | 3.23% | +62.4% |
| Q4 2017 | $2,771,000 | – | 14,605 | – | 1.99% | – |
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% |