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 | $44,601,235 | +3.5% | 178,870 | +8.5% | 0.64% | +3.2% |
| Q2 2023 | $43,105,762 | +16.0% | 164,853 | +11.0% | 0.62% | +4.4% |
| Q1 2023 | $37,166,021 | -1.5% | 148,569 | -4.8% | 0.59% | -9.6% |
| Q4 2022 | $37,748,144 | +23.6% | 156,055 | +12.1% | 0.66% | +10.1% |
| Q3 2022 | $30,534,000 | +2.7% | 139,259 | +5.9% | 0.60% | +5.3% |
| Q2 2022 | $29,738,000 | -7.9% | 131,453 | +9.3% | 0.57% | +7.4% |
| Q1 2022 | $32,277,000 | +1.7% | 120,282 | +7.3% | 0.53% | +5.6% |
| Q4 2021 | $31,745,000 | +12.7% | 112,141 | +4.7% | 0.50% | +4.0% |
| Q3 2021 | $28,180,000 | +6.4% | 107,119 | +8.6% | 0.48% | +5.5% |
| Q2 2021 | $26,495,000 | +12.1% | 98,594 | +8.5% | 0.46% | -8.8% |
| Q1 2021 | $23,642,000 | +17.9% | 90,833 | +4.1% | 0.50% | +9.4% |
| Q4 2020 | $20,060,000 | +25.5% | 87,284 | +1.2% | 0.46% | +10.9% |
| Q3 2020 | $15,983,000 | +9.3% | 86,253 | +4.8% | 0.41% | -2.1% |
| Q2 2020 | $14,628,000 | +36.5% | 82,266 | +10.4% | 0.42% | +9.4% |
| Q1 2020 | $10,716,000 | -36.5% | 74,492 | -9.2% | 0.38% | -21.9% |
| Q4 2019 | $16,881,000 | – | 82,017 | – | 0.49% | – |
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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% |