ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $662,111 | +10.2% | 2,389 | -0.9% | 0.05% | 0.0% |
| Q3 2023 | $600,934 | -5.6% | 2,410 | -1.0% | 0.05% | 0.0% |
| Q2 2023 | $636,704 | +4.5% | 2,435 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $609,140 | +3.4% | 2,435 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $589,002 | +6.9% | 2,435 | -3.2% | 0.05% | -30.3% |
| Q3 2022 | $551,000 | -2.3% | 2,515 | +0.8% | 0.08% | +4.1% |
| Q2 2022 | $564,000 | -15.8% | 2,495 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $670,000 | +21.8% | 2,495 | +28.4% | 0.07% | +29.1% |
| Q4 2021 | $550,000 | +7.6% | 1,943 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $511,000 | -5.5% | 1,943 | -3.4% | 0.06% | -3.4% |
| Q2 2021 | $541,000 | +3.2% | 2,012 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $524,000 | +20.7% | 2,012 | +6.5% | 0.06% | +12.7% |
| Q4 2020 | $434,000 | +24.0% | 1,890 | 0.0% | 0.06% | +14.6% |
| Q3 2020 | $350,000 | +4.2% | 1,890 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $336,000 | +20.0% | 1,890 | -2.8% | 0.05% | 0.0% |
| Q1 2020 | $280,000 | -30.0% | 1,945 | 0.0% | 0.05% | -12.5% |
| Q4 2019 | $400,000 | +8.7% | 1,945 | +2.1% | 0.06% | +1.8% |
| Q3 2019 | $368,000 | -7.5% | 1,905 | -7.0% | 0.06% | -6.8% |
| Q2 2019 | $398,000 | -20.2% | 2,048 | -22.3% | 0.06% | -20.3% |
| Q1 2019 | $499,000 | -1.8% | 2,636 | -13.9% | 0.07% | -12.9% |
| Q4 2018 | $508,000 | +2573.7% | 3,060 | +2960.0% | 0.08% | +2733.3% |
| Q2 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | -53.8% | 100 | -55.6% | 0.00% | -50.0% |
| Q2 2017 | $39,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $39,000 | -40.9% | 225 | -43.8% | 0.01% | -50.0% |
| Q4 2016 | $66,000 | +6.5% | 400 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $62,000 | +3.3% | 400 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $60,000 | -3.2% | 400 | -7.4% | 0.01% | +9.1% |
| Q1 2016 | $62,000 | – | 432 | – | 0.01% | – |
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% |