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 | $1,422 | -17.2% | 5,703 | -13.2% | 0.12% | -6.9% |
| Q2 2023 | $1,717 | -1.3% | 6,567 | -5.6% | 0.13% | -7.1% |
| Q1 2023 | $1,740 | +6.2% | 6,954 | +2.7% | 0.14% | -5.4% |
| Q4 2022 | $1,638 | -99.9% | 6,773 | -1.5% | 0.15% | -17.3% |
| Q3 2022 | $1,508,000 | -3.0% | 6,877 | +0.0% | 0.18% | +0.6% |
| Q2 2022 | $1,555,000 | -15.4% | 6,874 | +0.3% | 0.18% | -2.2% |
| Q1 2022 | $1,839,000 | -8.4% | 6,853 | -3.3% | 0.18% | -5.7% |
| Q4 2021 | $2,007,000 | +8.3% | 7,090 | +0.6% | 0.19% | -0.5% |
| Q3 2021 | $1,854,000 | -10.9% | 7,048 | -9.0% | 0.19% | -8.5% |
| Q2 2021 | $2,081,000 | +1.4% | 7,745 | -1.8% | 0.21% | -6.6% |
| Q1 2021 | $2,053,000 | +3.3% | 7,887 | -8.8% | 0.23% | -7.7% |
| Q4 2020 | $1,988,000 | +23.4% | 8,648 | -0.5% | 0.25% | +12.8% |
| Q3 2020 | $1,611,000 | -4.7% | 8,691 | -8.6% | 0.22% | -10.7% |
| Q2 2020 | $1,690,000 | +14.3% | 9,506 | -7.4% | 0.24% | +5.2% |
| Q1 2020 | $1,478,000 | -38.1% | 10,271 | -11.5% | 0.23% | -30.1% |
| Q4 2019 | $2,389,000 | -18.3% | 11,609 | -23.3% | 0.33% | -16.8% |
| Q3 2019 | $2,925,000 | +11.9% | 15,138 | -3.9% | 0.40% | -8.3% |
| Q4 2018 | $2,615,000 | -19.7% | 15,748 | -2.7% | 0.44% | -9.8% |
| Q3 2018 | $3,256,000 | +2.8% | 16,177 | -0.6% | 0.48% | -13.2% |
| Q2 2018 | $3,168,000 | +2.7% | 16,268 | -1.1% | 0.56% | +4.3% |
| Q1 2018 | $3,086,000 | -9.3% | 16,453 | -8.2% | 0.53% | -4.8% |
| Q4 2017 | $3,402,000 | +3.8% | 17,926 | -2.2% | 0.56% | -1.2% |
| Q3 2017 | $3,278,000 | +1.6% | 18,327 | -1.2% | 0.57% | -1.9% |
| Q2 2017 | $3,225,000 | -13.1% | 18,541 | -14.5% | 0.58% | -15.3% |
| Q1 2017 | $3,713,000 | -8.5% | 21,693 | -11.7% | 0.68% | -12.5% |
| Q4 2016 | $4,060,000 | +1.8% | 24,556 | -4.8% | 0.78% | -2.0% |
| Q3 2016 | $3,989,000 | -37.7% | 25,784 | -39.8% | 0.79% | -43.9% |
| Q2 2016 | $6,398,000 | -15.4% | 42,833 | -18.4% | 1.42% | -20.0% |
| Q1 2016 | $7,567,000 | -8.5% | 52,483 | -11.6% | 1.77% | -10.7% |
| Q4 2015 | $8,274,000 | -7.0% | 59,395 | -8.8% | 1.98% | -18.9% |
| Q3 2015 | $8,892,000 | -13.8% | 65,094 | -5.3% | 2.44% | -9.8% |
| Q2 2015 | $10,312,000 | -7.1% | 68,759 | -5.8% | 2.71% | -9.3% |
| Q1 2015 | $11,096,000 | +2.8% | 73,014 | -7.5% | 2.99% | -7.9% |
| Q3 2014 | $10,791,000 | – | 78,916 | – | 3.25% | – |
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% |