ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,086,947 | +1.9% | 609,906 | +6.9% | 0.21% | +4.9% |
| Q2 2023 | $149,220,687 | +5.6% | 570,659 | +1.0% | 0.20% | +0.5% |
| Q1 2023 | $141,345,336 | +4.7% | 565,001 | +1.3% | 0.20% | 0.0% |
| Q4 2022 | $134,973,907 | +14.1% | 557,974 | +3.5% | 0.20% | +4.6% |
| Q3 2022 | $118,265,000 | -11.4% | 539,364 | -8.6% | 0.19% | -7.2% |
| Q2 2022 | $133,516,000 | -18.4% | 590,146 | -3.2% | 0.21% | -6.3% |
| Q1 2022 | $163,595,000 | -0.2% | 609,625 | +5.2% | 0.22% | +2.8% |
| Q4 2021 | $163,974,000 | +18.6% | 579,257 | +10.2% | 0.22% | +6.9% |
| Q3 2021 | $138,227,000 | +8.3% | 525,440 | +10.6% | 0.20% | +6.3% |
| Q2 2021 | $127,646,000 | +9.2% | 475,003 | +5.8% | 0.19% | -1.0% |
| Q1 2021 | $116,869,000 | +66.7% | 449,009 | +47.2% | 0.19% | +54.4% |
| Q4 2020 | $70,126,000 | +37.7% | 305,121 | +11.0% | 0.12% | +19.0% |
| Q3 2020 | $50,924,000 | +6.6% | 274,800 | +2.3% | 0.10% | -4.5% |
| Q2 2020 | $47,777,000 | -27.7% | 268,676 | -41.4% | 0.11% | -39.6% |
| Q1 2020 | $66,061,000 | -31.1% | 458,673 | -1.7% | 0.18% | -9.0% |
| Q4 2019 | $95,832,000 | +8.8% | 466,403 | +2.7% | 0.20% | -11.1% |
| Q3 2019 | $88,120,000 | -4.3% | 453,928 | -4.2% | 0.22% | -5.1% |
| Q2 2019 | $92,088,000 | +1.0% | 473,627 | -1.5% | 0.24% | -8.1% |
| Q1 2019 | $91,149,000 | +21.8% | 480,927 | +6.2% | 0.26% | +6.6% |
| Q4 2018 | $74,815,000 | -7.0% | 452,945 | +13.2% | 0.24% | +5.2% |
| Q3 2018 | $80,425,000 | +5.1% | 400,218 | +2.3% | 0.23% | -2.1% |
| Q2 2018 | $76,513,000 | -17.0% | 391,373 | -20.0% | 0.24% | -19.2% |
| Q1 2018 | $92,130,000 | +7.6% | 489,505 | +8.7% | 0.29% | +7.4% |
| Q4 2017 | $85,608,000 | +10.8% | 450,171 | +4.4% | 0.27% | +1.1% |
| Q3 2017 | $77,262,000 | +5.5% | 431,127 | +2.5% | 0.27% | -1.1% |
| Q2 2017 | $73,230,000 | +3.2% | 420,749 | +1.5% | 0.27% | -1.5% |
| Q1 2017 | $70,991,000 | +15.7% | 414,360 | +11.6% | 0.28% | +5.8% |
| Q4 2016 | $61,342,000 | +25.1% | 371,338 | +17.2% | 0.26% | +17.6% |
| Q3 2016 | $49,038,000 | +67.2% | 316,951 | +61.5% | 0.22% | +62.5% |
| Q2 2016 | $29,327,000 | +5.3% | 196,312 | +1.7% | 0.14% | -8.1% |
| Q1 2016 | $27,839,000 | +1.3% | 193,075 | -2.1% | 0.15% | +3.5% |
| Q4 2015 | $27,488,000 | +7.1% | 197,294 | +5.0% | 0.14% | -0.7% |
| Q3 2015 | $25,658,000 | -53.7% | 187,823 | -49.1% | 0.14% | -0.7% |
| Q2 2015 | $55,373,000 | +144.0% | 369,317 | +147.3% | 0.14% | +16.9% |
| Q1 2015 | $22,694,000 | +29.6% | 149,328 | +23.5% | 0.12% | +27.8% |
| Q4 2014 | $17,508,000 | +10.3% | 120,918 | +4.2% | 0.10% | -30.2% |
| Q3 2014 | $15,875,000 | +14.6% | 116,090 | +19.9% | 0.14% | +12.1% |
| Q2 2014 | $13,848,000 | +104.6% | 96,787 | +96.6% | 0.12% | +90.8% |
| Q1 2014 | $6,767,000 | – | 49,224 | – | 0.06% | – |
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% |