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 | $59,702,595 | -6.9% | 239,433 | -2.3% | 5.66% | -4.8% |
| Q2 2023 | $64,098,502 | +1.5% | 245,137 | -2.9% | 5.95% | -2.4% |
| Q1 2023 | $63,173,368 | +2.7% | 252,532 | -0.7% | 6.10% | -2.6% |
| Q4 2022 | $61,533,788 | +12.8% | 254,387 | +2.3% | 6.26% | +4.1% |
| Q3 2022 | $54,548,000 | -6.8% | 248,782 | -3.8% | 6.01% | -5.2% |
| Q2 2022 | $58,526,000 | -17.7% | 258,702 | -2.4% | 6.34% | -5.8% |
| Q1 2022 | $71,145,000 | -0.2% | 265,062 | +5.3% | 6.73% | -3.6% |
| Q4 2021 | $71,252,000 | +10.4% | 251,701 | +2.6% | 6.98% | +4.5% |
| Q3 2021 | $64,526,000 | +2.8% | 245,279 | +5.0% | 6.68% | +3.3% |
| Q2 2021 | $62,773,000 | +4.1% | 233,593 | +0.8% | 6.47% | -12.8% |
| Q1 2021 | $60,311,000 | +10.8% | 231,716 | -2.1% | 7.42% | -0.2% |
| Q4 2020 | $54,409,000 | +24.0% | 236,735 | -0.0% | 7.43% | +8.2% |
| Q3 2020 | $43,880,000 | +3.1% | 236,791 | -1.1% | 6.87% | -1.5% |
| Q2 2020 | $42,569,000 | +32.0% | 239,395 | +0.5% | 6.97% | +8.9% |
| Q1 2020 | $32,253,000 | -42.8% | 238,151 | -13.1% | 6.40% | -30.8% |
| Q4 2019 | $56,382,000 | +8.2% | 273,937 | +1.6% | 9.24% | +0.9% |
| Q3 2019 | $52,110,000 | +2.0% | 269,678 | +2.8% | 9.16% | -2.1% |
| Q2 2019 | $51,102,000 | +3.1% | 262,327 | +1.6% | 9.36% | -0.9% |
| Q1 2019 | $49,549,000 | +19.5% | 258,109 | +3.4% | 9.45% | +6.6% |
| Q4 2018 | $41,471,000 | -19.2% | 249,733 | -2.7% | 8.86% | -16.0% |
| Q3 2018 | $51,294,000 | +1.3% | 256,778 | -1.2% | 10.55% | -1.3% |
| Q2 2018 | $50,647,000 | +5.2% | 259,913 | -0.1% | 10.70% | +2.5% |
| Q1 2018 | $48,145,000 | -3.3% | 260,204 | +1.0% | 10.43% | -0.6% |
| Q4 2017 | $49,777,000 | +7.4% | 257,634 | -0.6% | 10.49% | +3.4% |
| Q3 2017 | $46,358,000 | +1.1% | 259,128 | +1.0% | 10.15% | -3.1% |
| Q2 2017 | $45,857,000 | +9.2% | 256,584 | +2.3% | 10.47% | +2.9% |
| Q1 2017 | $42,002,000 | +0.8% | 250,842 | +1.1% | 10.18% | -2.4% |
| Q4 2016 | $41,685,000 | +11.0% | 248,020 | +0.0% | 10.43% | +4.4% |
| Q3 2016 | $37,569,000 | -2.2% | 248,012 | -0.7% | 9.99% | -2.9% |
| Q2 2016 | $38,428,000 | +5.5% | 249,737 | -0.6% | 10.29% | +1.9% |
| Q1 2016 | $36,410,000 | +17.8% | 251,353 | +3.4% | 10.10% | +8.1% |
| Q4 2015 | $30,905,000 | -7.2% | 243,194 | +2.6% | 9.35% | -3.7% |
| Q3 2015 | $33,285,000 | -6.8% | 237,004 | -0.2% | 9.70% | -1.6% |
| Q2 2015 | $35,713,000 | -0.4% | 237,439 | +1.0% | 9.87% | +0.5% |
| Q1 2015 | $35,861,000 | +6.6% | 235,172 | -0.2% | 9.81% | +1.9% |
| Q4 2014 | $33,626,000 | +13.7% | 235,622 | +3.8% | 9.63% | +7.8% |
| Q3 2014 | $29,570,000 | -8.1% | 227,081 | -0.4% | 8.93% | -7.0% |
| Q2 2014 | $32,191,000 | +4.8% | 228,028 | +0.1% | 9.61% | -0.4% |
| Q1 2014 | $30,712,000 | +0.2% | 227,887 | -1.2% | 9.65% | -5.1% |
| Q4 2013 | $30,664,000 | +5.4% | 230,581 | -0.7% | 10.17% | -1.2% |
| Q3 2013 | $29,088,000 | +3.1% | 232,182 | +0.3% | 10.30% | +0.4% |
| Q2 2013 | $28,216,000 | – | 231,470 | – | 10.26% | – |
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% |