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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,948,317 | +95879.9% | 39,897 | +0.7% | 1.29% | +0.2% |
| Q2 2023 | $10,365 | -29.9% | 39,639 | -33.0% | 1.29% | -36.2% |
| Q1 2023 | $14,789 | +5.7% | 59,120 | +2.2% | 2.02% | +0.1% |
| Q4 2022 | $13,992 | -99.9% | 57,843 | +0.0% | 2.02% | +1.8% |
| Q3 2022 | $12,681,000 | -2.0% | 57,837 | +1.2% | 1.98% | +4.2% |
| Q2 2022 | $12,934,000 | +183.6% | 57,170 | +74.6% | 1.90% | +56.1% |
| Q4 2015 | $4,560,000 | +1.9% | 32,737 | -0.1% | 1.22% | -4.2% |
| Q3 2015 | $4,477,000 | -9.2% | 32,773 | -0.3% | 1.27% | -4.0% |
| Q2 2015 | $4,928,000 | +1122.8% | 32,860 | +1140.5% | 1.33% | +1140.2% |
| Q1 2015 | $403,000 | +2.5% | 2,649 | -0.5% | 0.11% | +3.9% |
| Q4 2014 | $393,000 | -4.1% | 2,663 | -7.1% | 0.10% | +1.0% |
| Q2 2014 | $410,000 | +6.2% | 2,866 | +1.8% | 0.10% | +2.0% |
| Q1 2014 | $386,000 | +27.4% | 2,814 | +15.0% | 0.10% | +16.3% |
| Q3 2013 | $303,000 | +2.7% | 2,448 | -4.3% | 0.09% | -2.3% |
| Q2 2013 | $295,000 | – | 2,557 | – | 0.09% | – |
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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% |