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 | $1,110,004 | -5.5% | 4,453 | -0.3% | 0.11% | -7.4% |
| Q2 2023 | $1,174,763 | +5.1% | 4,467 | 0.0% | 0.12% | -5.5% |
| Q1 2023 | $1,117,485 | +1.1% | 4,467 | -2.3% | 0.13% | -9.2% |
| Q4 2022 | $1,105,650 | +12.7% | 4,571 | +2.1% | 0.14% | -4.7% |
| Q3 2022 | $981,000 | -2.0% | 4,475 | +1.2% | 0.15% | -8.1% |
| Q2 2022 | $1,001,000 | -17.1% | 4,423 | -1.8% | 0.16% | -21.1% |
| Q1 2022 | $1,208,000 | -1.1% | 4,503 | +4.4% | 0.20% | -5.6% |
| Q4 2021 | $1,221,000 | +20.2% | 4,313 | +11.7% | 0.22% | -8.1% |
| Q3 2021 | $1,016,000 | +59.0% | 3,861 | +62.4% | 0.24% | +49.7% |
| Q2 2021 | $639,000 | +3.2% | 2,377 | 0.0% | 0.16% | -5.4% |
| Q1 2021 | $619,000 | +13.4% | 2,377 | 0.0% | 0.17% | -1.2% |
| Q4 2020 | $546,000 | +25.8% | 2,377 | +1.5% | 0.17% | +7.7% |
| Q3 2020 | $434,000 | +23.6% | 2,341 | +18.7% | 0.16% | +15.6% |
| Q2 2020 | $351,000 | +2.0% | 1,972 | -17.5% | 0.14% | -11.2% |
| Q1 2020 | $344,000 | -30.1% | 2,391 | 0.0% | 0.15% | -18.7% |
| Q4 2019 | $492,000 | +6.5% | 2,391 | 0.0% | 0.19% | -4.1% |
| Q3 2019 | $462,000 | -6.7% | 2,391 | -6.2% | 0.20% | -5.8% |
| Q2 2019 | $495,000 | +27.9% | 2,549 | +24.6% | 0.21% | +24.0% |
| Q1 2019 | $387,000 | +13.8% | 2,045 | 0.0% | 0.17% | +1.8% |
| Q4 2018 | $340,000 | +21.9% | 2,045 | +46.6% | 0.16% | +23.3% |
| Q3 2018 | $279,000 | +2.6% | 1,395 | 0.0% | 0.13% | -3.6% |
| Q2 2018 | $272,000 | +6.2% | 1,395 | 0.0% | 0.14% | +3.0% |
| Q1 2018 | $256,000 | -5.5% | 1,395 | 0.0% | 0.13% | +1.5% |
| Q4 2017 | $271,000 | -26.8% | 1,395 | -31.8% | 0.13% | -29.8% |
| Q3 2017 | $370,000 | +4.2% | 2,045 | 0.0% | 0.19% | -0.5% |
| Q2 2017 | $355,000 | +31.0% | 2,045 | +46.6% | 0.19% | +40.0% |
| Q1 2017 | $271,000 | +6.3% | 1,395 | -8.8% | 0.14% | -2.2% |
| Q4 2016 | $255,000 | -24.8% | 1,529 | -30.2% | 0.14% | -25.8% |
| Q3 2016 | $339,000 | +27.0% | 2,190 | +22.5% | 0.19% | +26.5% |
| Q2 2016 | $267,000 | +3.5% | 1,788 | 0.0% | 0.15% | +0.7% |
| Q1 2016 | $258,000 | +3.6% | 1,788 | 0.0% | 0.15% | -2.0% |
| Q4 2015 | $249,000 | -24.3% | 1,788 | -25.8% | 0.15% | -28.7% |
| Q3 2015 | $329,000 | – | 2,411 | – | 0.21% | – |
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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% |