ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,403,097 | -0.7% | 61,773 | -0.3% | 0.09% | 0.0% |
| Q2 2023 | $15,506,667 | 0.0% | 61,987 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $15,506,667 | +3.9% | 61,987 | +0.4% | 0.09% | 0.0% |
| Q4 2022 | $14,929,933 | +21.2% | 61,722 | +9.9% | 0.09% | +12.8% |
| Q3 2022 | $12,315,000 | -3.8% | 56,171 | -0.7% | 0.08% | +4.0% |
| Q2 2022 | $12,797,000 | -16.1% | 56,570 | -0.5% | 0.08% | 0.0% |
| Q1 2022 | $15,258,000 | -2.6% | 56,866 | +2.8% | 0.08% | +1.4% |
| Q4 2021 | $15,663,000 | +9.1% | 55,334 | +1.3% | 0.07% | 0.0% |
| Q3 2021 | $14,363,000 | -5.0% | 54,601 | -2.9% | 0.07% | -5.1% |
| Q2 2021 | $15,112,000 | +1.5% | 56,240 | -1.7% | 0.08% | -2.5% |
| Q1 2021 | $14,887,000 | +14.8% | 57,203 | +1.3% | 0.08% | +12.7% |
| Q4 2020 | $12,972,000 | +25.1% | 56,446 | +0.9% | 0.07% | +14.5% |
| Q3 2020 | $10,367,000 | +2.6% | 55,950 | -1.5% | 0.06% | 0.0% |
| Q2 2020 | $10,102,000 | -14.6% | 56,815 | -1.1% | 0.06% | +14.8% |
| Q1 2020 | $11,825,000 | 0.0% | 57,458 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $11,825,000 | +12.5% | 57,458 | +5.7% | 0.05% | +12.5% |
| Q3 2019 | $10,507,000 | +6.5% | 54,380 | +7.0% | 0.05% | +11.6% |
| Q2 2019 | $9,868,000 | +11.0% | 50,802 | +8.2% | 0.04% | +7.5% |
| Q1 2019 | $8,890,000 | +14.6% | 46,943 | +0.5% | 0.04% | +5.3% |
| Q4 2018 | $7,757,000 | -0.8% | 46,718 | +20.3% | 0.04% | +22.6% |
| Q3 2018 | $7,819,000 | -8.9% | 38,847 | -14.1% | 0.03% | -13.9% |
| Q1 2018 | $8,582,000 | 0.0% | 45,229 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $8,582,000 | +6.1% | 45,229 | +0.0% | 0.04% | +2.9% |
| Q3 2017 | $8,086,000 | +4.5% | 45,207 | +0.0% | 0.04% | -5.4% |
| Q2 2017 | $7,739,000 | 0.0% | 45,204 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $7,739,000 | +7.1% | 45,204 | +3.4% | 0.04% | -5.1% |
| Q4 2016 | $7,224,000 | +6.3% | 43,701 | -0.6% | 0.04% | +2.6% |
| Q3 2016 | $6,799,000 | +30.7% | 43,953 | +26.2% | 0.04% | +18.8% |
| Q2 2016 | $5,202,000 | +3.1% | 34,831 | -0.5% | 0.03% | -3.0% |
| Q1 2016 | $5,047,000 | +9.1% | 35,013 | +5.4% | 0.03% | +3.1% |
| Q4 2015 | $4,626,000 | +36.3% | 33,213 | +33.6% | 0.03% | +28.0% |
| Q3 2015 | $3,395,000 | -3.2% | 24,863 | +6.3% | 0.02% | 0.0% |
| Q2 2015 | $3,507,000 | +11.2% | 23,388 | +12.7% | 0.02% | +8.7% |
| Q1 2015 | $3,153,000 | -5.0% | 20,755 | -9.4% | 0.02% | -11.5% |
| Q4 2014 | $3,318,000 | +9.8% | 22,921 | +3.6% | 0.03% | 0.0% |
| Q3 2014 | $3,023,000 | -4.5% | 22,115 | 0.0% | 0.03% | -7.1% |
| Q2 2014 | $3,164,000 | +28.5% | 22,115 | +23.4% | 0.03% | +21.7% |
| Q1 2014 | $2,462,000 | -19.2% | 17,920 | -21.3% | 0.02% | -25.8% |
| Q4 2013 | $3,046,000 | +82.7% | 22,778 | +69.6% | 0.03% | +55.0% |
| Q3 2013 | $1,667,000 | +31.4% | 13,433 | +22.2% | 0.02% | +25.0% |
| Q2 2013 | $1,269,000 | – | 10,997 | – | 0.02% | – |
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% |