ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,172,446 | -5.7% | 32,775 | -1.1% | 3.28% | +0.2% |
| Q2 2023 | $8,667,278 | -1.1% | 33,147 | -5.4% | 3.28% | -4.2% |
| Q1 2023 | $8,764,606 | +3.2% | 35,036 | -0.2% | 3.42% | -2.5% |
| Q4 2022 | $8,490,339 | -3.7% | 35,100 | -12.7% | 3.51% | -15.1% |
| Q3 2022 | $8,814,000 | -2.6% | 40,200 | +0.5% | 4.13% | +4.7% |
| Q2 2022 | $9,050,000 | -16.5% | 40,002 | -1.0% | 3.94% | -1.5% |
| Q1 2022 | $10,839,000 | -4.4% | 40,394 | +0.9% | 4.00% | -1.4% |
| Q4 2021 | $11,334,000 | +5.6% | 40,039 | -1.9% | 4.06% | -1.4% |
| Q3 2021 | $10,736,000 | -1.7% | 40,811 | +0.4% | 4.12% | +0.5% |
| Q2 2021 | $10,927,000 | +10.4% | 40,662 | +6.9% | 4.10% | +4.6% |
| Q1 2021 | $9,897,000 | +2.0% | 38,026 | -9.9% | 3.92% | -8.3% |
| Q4 2020 | $9,703,000 | +23.8% | 42,219 | -0.2% | 4.27% | +2.3% |
| Q3 2020 | $7,838,000 | +4.6% | 42,295 | +0.4% | 4.17% | +14.0% |
| Q2 2020 | $7,495,000 | +15.9% | 42,147 | -6.2% | 3.66% | -10.0% |
| Q1 2020 | $6,467,000 | -26.7% | 44,953 | +4.9% | 4.07% | -7.8% |
| Q4 2019 | $8,819,000 | +6.8% | 42,846 | +0.2% | 4.41% | -2.1% |
| Q3 2019 | $8,260,000 | -0.0% | 42,748 | +0.5% | 4.51% | -1.9% |
| Q2 2019 | $8,264,000 | +0.7% | 42,541 | -1.9% | 4.59% | +0.3% |
| Q1 2019 | $8,209,000 | +9.9% | 43,343 | -3.6% | 4.58% | -12.1% |
| Q4 2018 | $7,468,000 | -18.3% | 44,974 | -1.0% | 5.21% | -16.2% |
| Q3 2018 | $9,141,000 | -3.5% | 45,414 | -6.7% | 6.22% | -7.7% |
| Q2 2018 | $9,476,000 | +2.8% | 48,652 | -1.0% | 6.73% | -1.8% |
| Q1 2018 | $9,220,000 | -3.4% | 49,155 | -2.3% | 6.86% | +1.0% |
| Q4 2017 | $9,546,000 | +5.1% | 50,298 | -0.9% | 6.79% | -1.9% |
| Q3 2017 | $9,084,000 | +1.2% | 50,777 | -1.6% | 6.92% | -2.0% |
| Q2 2017 | $8,976,000 | +1.8% | 51,601 | +0.2% | 7.06% | -0.7% |
| Q1 2017 | $8,818,000 | -10.4% | 51,503 | -13.4% | 7.11% | -4.4% |
| Q4 2016 | $9,838,000 | +3.0% | 59,504 | -3.6% | 7.44% | -0.7% |
| Q3 2016 | $9,549,000 | -0.8% | 61,725 | -4.2% | 7.48% | -0.3% |
| Q2 2016 | $9,624,000 | +3.1% | 64,423 | -0.5% | 7.51% | +2.0% |
| Q1 2016 | $9,333,000 | +0.3% | 64,724 | -3.1% | 7.37% | -3.0% |
| Q4 2015 | $9,308,000 | +1.2% | 66,809 | -0.8% | 7.59% | +5.5% |
| Q3 2015 | $9,199,000 | -11.2% | 67,339 | -2.5% | 7.19% | -10.3% |
| Q2 2015 | $10,354,000 | -8.5% | 69,037 | -7.3% | 8.02% | -6.5% |
| Q1 2015 | $11,318,000 | +3.2% | 74,472 | -1.6% | 8.57% | +3.5% |
| Q4 2014 | $10,962,000 | +6.6% | 75,704 | +0.7% | 8.28% | -0.5% |
| Q3 2014 | $10,283,000 | -10.6% | 75,202 | -6.5% | 8.32% | -10.1% |
| Q2 2014 | $11,508,000 | -35.0% | 80,434 | -37.6% | 9.26% | -33.1% |
| Q1 2014 | $17,715,000 | -21.4% | 128,866 | -23.5% | 13.83% | -19.1% |
| Q4 2013 | $22,534,000 | +6.4% | 168,405 | -1.3% | 17.11% | -0.3% |
| Q3 2013 | $21,174,000 | +6.5% | 170,569 | -0.9% | 17.16% | +3.7% |
| Q2 2013 | $19,874,000 | – | 172,071 | – | 16.54% | – |
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% |