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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,324 | +125.3% | 1,810 | +136.3% | 0.22% | +128.9% |
| Q2 2023 | $200,294 | +33.4% | 766 | +27.7% | 0.10% | +21.2% |
| Q1 2023 | $150,096 | +43.3% | 600 | +38.6% | 0.08% | +100.0% |
| Q4 2022 | $104,738 | -19.7% | 433 | -27.2% | 0.04% | -24.5% |
| Q3 2022 | $130,460 | +267.3% | 595 | +279.0% | 0.05% | +278.6% |
| Q2 2022 | $35,518 | -15.7% | 157 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $42,129 | -2.7% | 157 | +2.6% | 0.02% | +7.1% |
| Q4 2021 | $43,311 | -2.0% | 153 | -8.9% | 0.01% | -12.5% |
| Q3 2021 | $44,196 | -2.1% | 168 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $45,147 | +4.5% | 168 | +1.2% | 0.02% | -5.9% |
| Q1 2021 | $43,206 | +13.2% | 166 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $38,152 | +24.0% | 166 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $30,761 | +116.2% | 166 | +107.5% | 0.02% | +114.3% |
| Q2 2020 | $14,226 | +280.4% | 80 | +207.7% | 0.01% | +250.0% |
| Q1 2020 | $3,740 | +65.2% | 26 | +136.4% | 0.00% | +100.0% |
| Q4 2019 | $2,264 | +6.5% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,126 | -0.5% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,137 | +2.6% | 11 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,083 | +14.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,827 | -17.5% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,214 | +3.3% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,143 | +3.9% | 11 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,063 | -1.2% | 11 | 0.0% | 0.00% | -50.0% |
| Q4 2017 | $2,088 | +6.1% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,968 | +2.9% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,913 | +1.6% | 11 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,883 | +3.5% | 11 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,819 | +6.9% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,702 | +3.6% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,643 | +3.6% | 11 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,586 | – | 11 | – | 0.00% | – |
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% |