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 | $33,406,123 | +11.0% | 120,534 | -0.1% | 0.84% | +0.6% |
| Q3 2023 | $30,086,220 | -3.9% | 120,659 | -3.6% | 0.83% | -9.8% |
| Q1 2023 | $31,316,854 | +99733.8% | 125,187 | -3.5% | 0.92% | -2.7% |
| Q4 2022 | $31,369 | -99.9% | 129,683 | -2.6% | 0.95% | -5.1% |
| Q3 2022 | $29,187,000 | -4.0% | 133,118 | -0.9% | 1.00% | -0.8% |
| Q2 2022 | $30,400,000 | -16.8% | 134,376 | -1.3% | 1.01% | -9.7% |
| Q1 2022 | $36,538,000 | -7.0% | 136,163 | -1.9% | 1.12% | -7.0% |
| Q4 2021 | $39,303,000 | +5.9% | 138,840 | -1.6% | 1.20% | -3.8% |
| Q3 2021 | $37,104,000 | -2.8% | 141,041 | -0.7% | 1.25% | -5.2% |
| Q2 2021 | $38,187,000 | +2.8% | 142,103 | -0.4% | 1.32% | -5.9% |
| Q1 2021 | $37,129,000 | +12.2% | 142,649 | -0.9% | 1.40% | +1.2% |
| Q4 2020 | $33,083,000 | +23.9% | 143,945 | -0.1% | 1.38% | +8.5% |
| Q3 2020 | $26,705,000 | +2.5% | 144,111 | -1.6% | 1.28% | -5.6% |
| Q2 2020 | $26,052,000 | +20.7% | 146,507 | -2.3% | 1.35% | -2.0% |
| Q1 2020 | $21,579,000 | -40.9% | 150,001 | -15.5% | 1.38% | -21.9% |
| Q4 2019 | $36,536,000 | +3.5% | 177,513 | -2.8% | 1.76% | -4.6% |
| Q3 2019 | $35,285,000 | -0.7% | 182,605 | -0.1% | 1.85% | -5.0% |
| Q2 2019 | $35,523,000 | -29.3% | 182,865 | -31.1% | 1.95% | -33.5% |
| Q1 2019 | $50,279,000 | +15.8% | 265,466 | +1.5% | 2.93% | +1.2% |
| Q4 2018 | $43,436,000 | -18.4% | 261,570 | -1.0% | 2.90% | -7.7% |
| Q3 2018 | $53,206,000 | +3.1% | 264,324 | -0.2% | 3.14% | -2.3% |
| Q2 2018 | $51,604,000 | +4.7% | 264,933 | +0.8% | 3.21% | -0.1% |
| Q1 2018 | $49,276,000 | +0.7% | 262,706 | +1.9% | 3.21% | +0.7% |
| Q4 2017 | $48,914,000 | +7.0% | 257,742 | +0.9% | 3.19% | +1.6% |
| Q3 2017 | $45,721,000 | +1.2% | 255,565 | -1.6% | 3.14% | -2.9% |
| Q2 2017 | $45,164,000 | +3.2% | 259,636 | +1.6% | 3.24% | -2.6% |
| Q1 2017 | $43,765,000 | +4.4% | 255,606 | +0.8% | 3.32% | -6.1% |
| Q4 2016 | $41,932,000 | +7.2% | 253,611 | +0.3% | 3.54% | +2.7% |
| Q3 2016 | $39,109,000 | +2.4% | 252,790 | -1.1% | 3.44% | -3.7% |
| Q2 2016 | $38,181,000 | +1.1% | 255,580 | -2.4% | 3.58% | -3.8% |
| Q1 2016 | $37,775,000 | +1.9% | 261,981 | -1.5% | 3.72% | -2.5% |
| Q4 2015 | $37,064,000 | +3.5% | 266,032 | +1.5% | 3.81% | -5.1% |
| Q3 2015 | $35,820,000 | -3.5% | 262,205 | +6.0% | 4.02% | +0.6% |
| Q2 2015 | $37,101,000 | +4.2% | 247,370 | +5.6% | 3.99% | +6.0% |
| Q1 2015 | $35,618,000 | +12.0% | 234,361 | +6.7% | 3.77% | +7.1% |
| Q4 2014 | $31,804,000 | +8.2% | 219,643 | +2.2% | 3.52% | +4.5% |
| Q3 2014 | $29,393,000 | -1.7% | 214,955 | +2.8% | 3.36% | -1.8% |
| Q2 2014 | $29,914,000 | -99.9% | 209,074 | +1.8% | 3.43% | -3.4% |
| Q1 2014 | $28,234,179,000 | +107631.1% | 205,384 | +4.9% | 3.55% | +2.0% |
| Q4 2013 | $26,208,000 | – | 195,862 | – | 3.48% | – |
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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% |