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 | $782,981 | -11.2% | 3,140 | -6.9% | 0.07% | -7.0% |
Q2 2023 | $881,472 | +4.5% | 3,371 | +0.0% | 0.07% | +1.4% |
Q1 2023 | $843,115 | +11.2% | 3,370 | +7.6% | 0.07% | +4.5% |
Q4 2022 | $757,908 | +10.3% | 3,133 | 0.0% | 0.07% | 0.0% |
Q3 2022 | $687,000 | -2.3% | 3,133 | +0.8% | 0.07% | +4.7% |
Q2 2022 | $703,000 | -12.6% | 3,107 | +3.7% | 0.06% | +1.6% |
Q1 2022 | $804,000 | -5.2% | 2,995 | 0.0% | 0.06% | +6.8% |
Q4 2021 | $848,000 | +7.6% | 2,995 | 0.0% | 0.06% | -7.8% |
Q3 2021 | $788,000 | +0.6% | 2,995 | +2.7% | 0.06% | +3.2% |
Q2 2021 | $783,000 | +4.8% | 2,915 | +1.6% | 0.06% | -11.4% |
Q1 2021 | $747,000 | +13.2% | 2,870 | 0.0% | 0.07% | +1.4% |
Q4 2020 | $660,000 | +24.1% | 2,870 | 0.0% | 0.07% | +9.5% |
Q3 2020 | $532,000 | +4.3% | 2,870 | 0.0% | 0.06% | -6.0% |
Q2 2020 | $510,000 | +14.1% | 2,870 | -7.6% | 0.07% | +1.5% |
Q1 2020 | $447,000 | -40.6% | 3,105 | -15.2% | 0.07% | -16.5% |
Q4 2019 | $753,000 | +6.5% | 3,661 | 0.0% | 0.08% | 0.0% |
Q3 2019 | $707,000 | -0.6% | 3,661 | 0.0% | 0.08% | -3.7% |
Q2 2019 | $711,000 | +2.6% | 3,661 | 0.0% | 0.08% | +1.2% |
Q1 2019 | $693,000 | +12.1% | 3,661 | -1.6% | 0.08% | 0.0% |
Q4 2018 | $618,000 | -17.5% | 3,719 | 0.0% | 0.08% | -3.6% |
Q3 2018 | $749,000 | +2.6% | 3,719 | -0.7% | 0.08% | -1.2% |
Q2 2018 | $730,000 | +3.8% | 3,746 | 0.0% | 0.08% | +1.2% |
Q1 2018 | $703,000 | +9.2% | 3,746 | +10.5% | 0.08% | +7.7% |
Q4 2017 | $644,000 | +11.6% | 3,391 | +5.2% | 0.08% | +6.8% |
Q3 2017 | $577,000 | +1.9% | 3,223 | -0.9% | 0.07% | -3.9% |
Q2 2017 | $566,000 | +1.6% | 3,253 | 0.0% | 0.08% | -1.3% |
Q1 2017 | $557,000 | +3.5% | 3,253 | 0.0% | 0.08% | -4.9% |
Q4 2016 | $538,000 | +7.0% | 3,253 | 0.0% | 0.08% | -9.0% |
Q3 2016 | $503,000 | +3.5% | 3,253 | 0.0% | 0.09% | 0.0% |
Q2 2016 | $486,000 | +3.6% | 3,253 | 0.0% | 0.09% | -1.1% |
Q1 2016 | $469,000 | +3.5% | 3,253 | 0.0% | 0.09% | +2.3% |
Q4 2015 | $453,000 | +929.5% | 3,253 | +907.1% | 0.09% | +877.8% |
Q3 2015 | $44,000 | -8.3% | 323 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $48,000 | -75.1% | 323 | -74.5% | 0.01% | -75.0% |
Q1 2015 | $193,000 | +4.9% | 1,268 | 0.0% | 0.04% | +2.9% |
Q4 2014 | $184,000 | +6.4% | 1,268 | 0.0% | 0.04% | 0.0% |
Q3 2014 | $173,000 | -4.4% | 1,268 | 0.0% | 0.04% | -2.8% |
Q2 2014 | $181,000 | +24.8% | 1,268 | +20.4% | 0.04% | +20.0% |
Q1 2014 | $145,000 | – | 1,053 | – | 0.03% | – |
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% |