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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,567,069 | +11.6% | 23,695 | +0.4% | 2.18% | -0.3% |
| Q3 2023 | $5,886,904 | -3.8% | 23,609 | +0.9% | 2.18% | -1.1% |
| Q2 2023 | $6,116,802 | +5.0% | 23,393 | +0.4% | 2.21% | +1.2% |
| Q1 2023 | $5,827,727 | +4.6% | 23,296 | +1.1% | 2.18% | -3.7% |
| Q4 2022 | $5,571,452 | +11.5% | 23,033 | +1.0% | 2.26% | -1.1% |
| Q3 2022 | $4,998,000 | -0.3% | 22,794 | +2.9% | 2.29% | +5.5% |
| Q2 2022 | $5,012,000 | -11.2% | 22,154 | +5.4% | 2.17% | -0.5% |
| Q1 2022 | $5,642,000 | -4.1% | 21,027 | +1.2% | 2.18% | +0.3% |
| Q4 2021 | $5,884,000 | +7.5% | 20,787 | -0.1% | 2.17% | -1.5% |
| Q3 2021 | $5,472,000 | -4.2% | 20,802 | -2.2% | 2.21% | -7.0% |
| Q2 2021 | $5,714,000 | +2.8% | 21,262 | -0.4% | 2.37% | -3.8% |
| Q1 2021 | $5,556,000 | +11.0% | 21,347 | -2.0% | 2.47% | +1.6% |
| Q4 2020 | $5,004,000 | +22.5% | 21,772 | -1.3% | 2.43% | +6.6% |
| Q3 2020 | $4,086,000 | +3.5% | 22,052 | -0.7% | 2.28% | -4.4% |
| Q2 2020 | $3,948,000 | +25.9% | 22,202 | +1.8% | 2.38% | +7.4% |
| Q1 2020 | $3,137,000 | -26.2% | 21,806 | +5.5% | 2.22% | -7.0% |
| Q4 2019 | $4,253,000 | +9.8% | 20,662 | +3.1% | 2.39% | -2.1% |
| Q3 2019 | $3,873,000 | -1.7% | 20,042 | -1.2% | 2.44% | -2.9% |
| Q2 2019 | $3,941,000 | +1.4% | 20,287 | -1.1% | 2.51% | -0.8% |
| Q1 2019 | $3,885,000 | +8.5% | 20,513 | -4.9% | 2.53% | +3.3% |
| Q4 2018 | $3,580,000 | -16.1% | 21,564 | +1.7% | 2.45% | -3.7% |
| Q3 2018 | $4,269,000 | +3.3% | 21,210 | 0.0% | 2.54% | -5.4% |
| Q2 2018 | $4,131,000 | +3.4% | 21,210 | -0.5% | 2.69% | -1.7% |
| Q1 2018 | $3,997,000 | -2.3% | 21,310 | -1.2% | 2.74% | +9.3% |
| Q4 2017 | $4,093,000 | +6.1% | 21,569 | 0.0% | 2.50% | -0.1% |
| Q3 2017 | $3,858,000 | +2.4% | 21,569 | -0.5% | 2.51% | -1.8% |
| Q2 2017 | $3,769,000 | +1.6% | 21,669 | 0.0% | 2.55% | -1.7% |
| Q1 2017 | $3,710,000 | +2.9% | 21,669 | -0.7% | 2.60% | -5.9% |
| Q4 2016 | $3,607,000 | +2.2% | 21,819 | -4.4% | 2.76% | -2.6% |
| Q3 2016 | $3,530,000 | +8.3% | 22,819 | +4.6% | 2.83% | +4.5% |
| Q2 2016 | $3,260,000 | +5.1% | 21,819 | +1.4% | 2.71% | -0.7% |
| Q1 2016 | $3,103,000 | +3.5% | 21,519 | 0.0% | 2.73% | -0.6% |
| Q4 2015 | $2,998,000 | +5.2% | 21,519 | +3.1% | 2.75% | -9.6% |
| Q3 2015 | $2,851,000 | -10.1% | 20,869 | -1.3% | 3.04% | -2.5% |
| Q2 2015 | $3,170,000 | -2.7% | 21,139 | -1.4% | 3.12% | +226.5% |
| Q1 2015 | $3,258,000 | +3.0% | 21,439 | -1.8% | 0.96% | +5.9% |
| Q4 2014 | $3,162,000 | +6.5% | 21,839 | +0.6% | 0.90% | +2.5% |
| Q3 2014 | $2,970,000 | +6.7% | 21,719 | +11.6% | 0.88% | +7.1% |
| Q2 2014 | $2,784,000 | +6.5% | 19,461 | +2.3% | 0.82% | -0.1% |
| Q1 2014 | $2,615,000 | +2.2% | 19,021 | -0.5% | 0.82% | -1.8% |
| Q4 2013 | $2,559,000 | +10.7% | 19,121 | +2.7% | 0.84% | +0.1% |
| Q3 2013 | $2,312,000 | +9.0% | 18,621 | +1.3% | 0.84% | -4.1% |
| Q2 2013 | $2,122,000 | – | 18,376 | – | 0.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |