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 | $145,122 | -0.3% | 582 | 0.0% | 0.07% | -9.0% |
| Q2 2023 | $145,593 | +99621.2% | 582 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $146 | +3.5% | 582 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $141 | -99.9% | 582 | +20.7% | 0.08% | -43.5% |
| Q3 2022 | $106,000 | -2.8% | 482 | 0.0% | 0.14% | +3.0% |
| Q2 2022 | $109,000 | -15.5% | 482 | 0.0% | 0.13% | -6.3% |
| Q1 2022 | $129,000 | -5.1% | 482 | 0.0% | 0.14% | -7.1% |
| Q4 2021 | $136,000 | +7.1% | 482 | 0.0% | 0.15% | -0.6% |
| Q3 2021 | $127,000 | -2.3% | 482 | 0.0% | 0.16% | -4.3% |
| Q2 2021 | $130,000 | +4.0% | 482 | 0.0% | 0.16% | -9.0% |
| Q1 2021 | $125,000 | +12.6% | 482 | 0.0% | 0.18% | -3.3% |
| Q4 2020 | $111,000 | +24.7% | 482 | 0.0% | 0.18% | +7.6% |
| Q3 2020 | $89,000 | +1171.4% | 482 | +1360.6% | 0.17% | +612.5% |
| Q3 2018 | $7,000 | +16.7% | 33 | 0.0% | 0.02% | +9.1% |
| Q2 2018 | $6,000 | 0.0% | 33 | 0.0% | 0.02% | -8.3% |
| Q1 2018 | $6,000 | 0.0% | 33 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 33 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $6,000 | – | 33 | – | 0.02% | – |
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% |