ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $402,450 | -4.1% | 1,614 | +0.6% | 0.00% | -50.0% |
Q2 2023 | $419,675 | +4.5% | 1,604 | -0.1% | 0.00% | 0.0% |
Q1 2023 | $401,506 | +3.4% | 1,605 | 0.0% | 0.00% | +100.0% |
Q4 2022 | $388,233 | +10.6% | 1,605 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $351,000 | -3.8% | 1,605 | -0.7% | 0.00% | 0.0% |
Q2 2022 | $365,000 | +33.2% | 1,616 | +58.6% | 0.00% | 0.0% |
Q1 2022 | $274,000 | +24.0% | 1,019 | +30.8% | 0.00% | 0.0% |
Q4 2021 | $221,000 | +99.1% | 779 | +85.5% | 0.00% | – |
Q3 2021 | $111,000 | +37.0% | 420 | +37.7% | 0.00% | – |
Q2 2021 | $81,000 | +2.5% | 305 | 0.0% | 0.00% | – |
Q1 2021 | $79,000 | +338.9% | 305 | +286.1% | 0.00% | – |
Q4 2020 | $18,000 | +28.6% | 79 | 0.0% | 0.00% | – |
Q3 2020 | $14,000 | -50.0% | 79 | -50.3% | 0.00% | – |
Q2 2020 | $28,000 | -9.7% | 159 | -27.4% | 0.00% | – |
Q1 2020 | $31,000 | +24.0% | 219 | +75.2% | 0.00% | – |
Q4 2019 | $25,000 | +66.7% | 125 | +58.2% | 0.00% | – |
Q3 2019 | $15,000 | 0.0% | 79 | 0.0% | 0.00% | – |
Q2 2019 | $15,000 | +7.1% | 79 | 0.0% | 0.00% | – |
Q1 2019 | $14,000 | -78.5% | 79 | -79.8% | 0.00% | – |
Q4 2018 | $65,000 | -16.7% | 392 | 0.0% | 0.00% | – |
Q3 2018 | $78,000 | +2.6% | 392 | 0.0% | 0.00% | – |
Q2 2018 | $76,000 | -44.1% | 392 | -46.2% | 0.00% | -100.0% |
Q1 2018 | $136,000 | -1.4% | 728 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $138,000 | +14.0% | 728 | +7.4% | 0.00% | 0.0% |
Q3 2017 | $121,000 | -0.8% | 678 | -3.6% | 0.00% | 0.0% |
Q2 2017 | $122,000 | +114.0% | 703 | +109.2% | 0.00% | – |
Q1 2017 | $57,000 | +375.0% | 336 | +320.0% | 0.00% | – |
Q1 2015 | $12,000 | -33.3% | 80 | -41.6% | 0.00% | – |
Q4 2013 | $18,000 | +5.9% | 137 | 0.0% | 0.00% | – |
Q3 2013 | $17,000 | +6.2% | 137 | 0.0% | 0.00% | – |
Q2 2013 | $16,000 | – | 137 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |