ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,094 | +16.2% | 722,253 | +21.9% | 1.00% | +16.7% |
| Q2 2023 | $154,930 | +15.5% | 592,513 | +10.5% | 0.85% | -10.0% |
| Q1 2023 | $134,157 | +10.5% | 536,285 | +6.8% | 0.95% | +19.1% |
| Q4 2022 | $121,432 | -99.9% | 502,013 | +1.3% | 0.80% | -3.3% |
| Q3 2022 | $108,607,000 | +0.1% | 495,333 | +3.3% | 0.82% | 0.0% |
| Q2 2022 | $108,459,000 | -10.8% | 479,419 | +5.9% | 0.82% | -4.0% |
| Q1 2022 | $121,537,000 | +0.9% | 452,923 | +6.5% | 0.86% | -1.0% |
| Q4 2021 | $120,439,000 | +18.8% | 425,459 | +10.4% | 0.87% | +7.6% |
| Q3 2021 | $101,392,000 | +3.5% | 385,420 | +5.7% | 0.81% | -2.1% |
| Q2 2021 | $97,955,000 | +24.0% | 364,512 | +20.1% | 0.82% | +9.0% |
| Q1 2021 | $78,969,000 | +12.3% | 303,401 | -0.8% | 0.76% | +0.5% |
| Q4 2020 | $70,326,000 | +23.9% | 305,991 | -0.1% | 0.75% | +5.6% |
| Q3 2020 | $56,756,000 | +11.5% | 306,276 | +7.0% | 0.71% | +4.4% |
| Q2 2020 | $50,907,000 | +30.2% | 286,283 | +5.3% | 0.68% | +1.2% |
| Q1 2020 | $39,111,000 | -39.9% | 271,868 | -14.0% | 0.67% | -27.7% |
| Q4 2019 | $65,042,000 | -5.9% | 316,016 | -11.7% | 0.93% | -16.4% |
| Q3 2019 | $69,155,000 | -20.8% | 357,892 | -20.4% | 1.11% | -11.0% |
| Q2 2019 | $87,290,000 | +12.1% | 449,345 | +9.3% | 1.25% | +3.9% |
| Q1 2019 | $77,888,000 | +9.0% | 411,235 | -4.4% | 1.20% | -6.2% |
| Q4 2018 | $71,448,000 | -17.4% | 430,257 | +0.1% | 1.28% | -12.0% |
| Q3 2018 | $86,491,000 | +32.9% | 429,683 | +28.6% | 1.46% | +2.8% |
| Q2 2018 | $65,086,000 | +19.0% | 334,150 | +14.6% | 1.42% | +22.8% |
| Q1 2018 | $54,688,000 | -24.7% | 291,560 | -23.8% | 1.16% | -16.4% |
| Q4 2017 | $72,633,000 | +9.2% | 382,724 | +2.9% | 1.38% | +0.5% |
| Q3 2017 | $66,532,000 | +0.5% | 371,897 | -2.3% | 1.38% | +7.9% |
| Q2 2017 | $66,213,000 | +4786.6% | 380,644 | +4544.8% | 1.27% | -16.1% |
| Q4 2016 | $1,355,000 | +378.8% | 8,195 | +332.2% | 1.52% | +497.6% |
| Q2 2016 | $283,000 | -14.0% | 1,896 | -16.8% | 0.25% | -15.6% |
| Q1 2016 | $329,000 | -38.3% | 2,279 | -40.4% | 0.30% | -39.1% |
| Q4 2015 | $533,000 | -5.8% | 3,827 | -7.6% | 0.49% | -13.9% |
| Q3 2015 | $566,000 | -12.9% | 4,141 | -4.5% | 0.57% | -13.9% |
| Q2 2015 | $650,000 | – | 4,334 | – | 0.67% | – |
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% |