ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,568,535 | -1.1% | 158,687 | +3.7% | 5.12% | +0.1% |
| Q2 2023 | $40,004,938 | +13.5% | 152,994 | +8.6% | 5.12% | +5.3% |
| Q1 2023 | $35,236,098 | +9.5% | 140,854 | +5.9% | 4.86% | -5.6% |
| Q4 2022 | $32,183,329 | +15.8% | 133,049 | +5.0% | 5.14% | +1.7% |
| Q3 2022 | $27,793,000 | +9.9% | 126,756 | +13.4% | 5.06% | +10.5% |
| Q2 2022 | $25,287,000 | -6.4% | 111,774 | +11.0% | 4.58% | -3.7% |
| Q1 2022 | $27,012,000 | +2.3% | 100,661 | +7.9% | 4.75% | -5.9% |
| Q4 2021 | $26,401,000 | +27.6% | 93,262 | +18.6% | 5.05% | +5.8% |
| Q3 2021 | $20,693,000 | +11.1% | 78,659 | +13.5% | 4.78% | +5.3% |
| Q2 2021 | $18,622,000 | +29.4% | 69,297 | +25.3% | 4.53% | +8.5% |
| Q1 2021 | $14,390,000 | +78.3% | 55,287 | +26.9% | 4.18% | +27.1% |
| Q3 2020 | $8,071,000 | +10.5% | 43,554 | +6.0% | 3.29% | -0.7% |
| Q2 2020 | $7,303,000 | +5.6% | 41,072 | -14.5% | 3.31% | -25.0% |
| Q1 2020 | $6,913,000 | -3.3% | 48,053 | +38.3% | 4.41% | -2.2% |
| Q4 2019 | $7,149,000 | +13.3% | 34,734 | +6.4% | 4.51% | +3.0% |
| Q3 2019 | $6,309,000 | +5.8% | 32,651 | +6.4% | 4.38% | -1.3% |
| Q2 2019 | $5,963,000 | +1.5% | 30,698 | -1.0% | 4.44% | -2.8% |
| Q1 2019 | $5,874,000 | +26.7% | 31,013 | +11.1% | 4.56% | +14.6% |
| Q4 2018 | $4,635,000 | -14.1% | 27,911 | +4.1% | 3.98% | -13.8% |
| Q3 2018 | $5,396,000 | +11.0% | 26,805 | +7.4% | 4.62% | -3.7% |
| Q2 2018 | $4,860,000 | +6.5% | 24,953 | +2.6% | 4.79% | +4.0% |
| Q1 2018 | $4,562,000 | +0.5% | 24,322 | +1.6% | 4.61% | +0.2% |
| Q4 2017 | $4,541,000 | – | 23,928 | – | 4.60% | – |
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% |