ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,186,000 | +15.3% | 46,034 | -6.7% | 0.96% | +3.1% |
| Q1 2020 | $7,101,000 | -41.5% | 49,359 | -16.3% | 0.94% | -26.5% |
| Q4 2019 | $12,135,000 | +0.3% | 58,960 | -5.9% | 1.27% | -8.9% |
| Q3 2019 | $12,103,000 | -6.5% | 62,633 | -6.0% | 1.40% | -2.0% |
| Q2 2019 | $12,946,000 | -2.1% | 66,641 | -4.5% | 1.43% | -7.0% |
| Q1 2019 | $13,221,000 | -19.8% | 69,806 | -29.7% | 1.53% | -28.4% |
| Q4 2018 | $16,490,000 | +6.1% | 99,299 | +28.7% | 2.14% | +10.4% |
| Q3 2018 | $15,535,000 | +8.4% | 77,178 | +4.9% | 1.94% | -21.9% |
| Q2 2018 | $14,327,000 | +6.8% | 73,553 | +2.8% | 2.48% | -7.0% |
| Q1 2018 | $13,417,000 | +10.2% | 71,530 | +11.6% | 2.67% | +40.5% |
| Q4 2017 | $12,171,000 | +4.2% | 64,097 | -1.7% | 1.90% | -1.9% |
| Q3 2017 | $11,682,000 | +62.0% | 65,174 | +57.2% | 1.94% | -9.7% |
| Q2 2017 | $7,212,000 | +18.6% | 41,459 | +16.8% | 2.14% | +12.1% |
| Q1 2017 | $6,079,000 | +313.0% | 35,503 | +298.7% | 1.91% | +255.1% |
| Q4 2016 | $1,472,000 | +33.1% | 8,905 | +24.6% | 0.54% | +14.4% |
| Q3 2016 | $1,106,000 | -12.6% | 7,146 | -15.6% | 0.47% | -15.4% |
| Q2 2016 | $1,265,000 | +14.3% | 8,469 | +10.3% | 0.56% | +6.7% |
| Q1 2016 | $1,107,000 | +7.7% | 7,677 | +4.1% | 0.52% | +13.0% |
| Q4 2015 | $1,028,000 | +58.6% | 7,376 | +55.6% | 0.46% | +39.2% |
| Q3 2015 | $648,000 | +7.3% | 4,741 | +17.8% | 0.33% | +23.0% |
| Q2 2015 | $604,000 | -4.7% | 4,025 | -3.5% | 0.27% | -4.9% |
| Q1 2015 | $634,000 | +45.4% | 4,171 | +38.6% | 0.28% | +19.3% |
| Q4 2014 | $436,000 | +7.7% | 3,009 | +1.7% | 0.24% | +4.4% |
| Q3 2014 | $405,000 | -0.5% | 2,960 | +3.9% | 0.23% | +0.4% |
| Q2 2014 | $407,000 | +1.2% | 2,848 | -2.5% | 0.23% | -8.5% |
| Q1 2014 | $402,000 | +24.8% | 2,922 | +21.5% | 0.25% | +18.1% |
| Q4 2013 | $322,000 | +37.6% | 2,404 | +27.7% | 0.21% | +36.4% |
| Q3 2013 | $234,000 | – | 1,882 | – | 0.15% | – |
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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% |