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 | $9,690 | +0.1% | 38,862 | +4.9% | 0.84% | -0.7% |
| Q2 2023 | $9,683 | +4.8% | 37,032 | +0.2% | 0.85% | +14.6% |
| Q1 2023 | $9,243 | +4.9% | 36,949 | +1.4% | 0.74% | -10.7% |
| Q4 2022 | $8,815 | -99.8% | 36,444 | +43.9% | 0.83% | +53.2% |
| Q3 2022 | $5,552,000 | +477.7% | 25,323 | +496.1% | 0.54% | +469.5% |
| Q2 2022 | $961,000 | -22.2% | 4,248 | -7.7% | 0.10% | -2.1% |
| Q1 2022 | $1,235,000 | -4.2% | 4,601 | +1.1% | 0.10% | 0.0% |
| Q4 2021 | $1,289,000 | +6.1% | 4,552 | -1.4% | 0.10% | -4.9% |
| Q3 2021 | $1,215,000 | -1.6% | 4,618 | +0.5% | 0.10% | -1.9% |
| Q2 2021 | $1,235,000 | +4.5% | 4,597 | +1.2% | 0.10% | -11.1% |
| Q1 2021 | $1,182,000 | +16.8% | 4,542 | +3.2% | 0.12% | +9.3% |
| Q4 2020 | $1,012,000 | +24.6% | 4,403 | +0.4% | 0.11% | -4.5% |
| Q3 2020 | $812,000 | -2.5% | 4,384 | -6.4% | 0.11% | -8.9% |
| Q2 2020 | $833,000 | -62.8% | 4,683 | -70.0% | 0.12% | -72.5% |
| Q1 2020 | $2,242,000 | +125.1% | 15,586 | +222.0% | 0.45% | +222.3% |
| Q4 2019 | $996,000 | +17.0% | 4,841 | +9.9% | 0.14% | +4.5% |
| Q3 2019 | $851,000 | -4.2% | 4,406 | -3.6% | 0.13% | -5.0% |
| Q2 2019 | $888,000 | -78.2% | 4,570 | +493.5% | 0.14% | +483.3% |
| Q1 2019 | $4,067,000 | +101575.0% | 770 | +17.4% | 0.02% | -17.2% |
| Q4 2018 | $4,000 | -99.5% | 656 | +16300.0% | 0.03% | -79.4% |
| Q3 2018 | $781,000 | -56.7% | 4 | -100.0% | 0.14% | -43.4% |
| Q2 2018 | $1,803,000 | +183.5% | 9,255 | +173.1% | 0.25% | +67.1% |
| Q1 2018 | $636,000 | +12.2% | 3,389 | +13.4% | 0.15% | +1.4% |
| Q4 2017 | $567,000 | – | 2,989 | – | 0.15% | – |
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% |