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 | $10,900,058 | -4.9% | 43,714 | -0.3% | 4.75% | +0.1% |
Q2 2023 | $11,460,900 | +7.4% | 43,831 | +2.7% | 4.74% | +1.2% |
Q1 2023 | $10,672,548 | +2.5% | 42,663 | -0.9% | 4.69% | -4.0% |
Q4 2022 | $10,408,499 | +8.4% | 43,029 | -1.8% | 4.88% | -1.1% |
Q3 2022 | $9,605,000 | -3.7% | 43,805 | -0.6% | 4.94% | -2.2% |
Q2 2022 | $9,975,000 | -15.0% | 44,090 | +0.8% | 5.05% | +1.4% |
Q1 2022 | $11,734,000 | -4.9% | 43,728 | +0.3% | 4.98% | -0.9% |
Q4 2021 | $12,340,000 | +8.9% | 43,592 | +1.2% | 5.03% | -1.2% |
Q3 2021 | $11,336,000 | -2.2% | 43,091 | -0.1% | 5.09% | -2.2% |
Q2 2021 | $11,586,000 | -2.2% | 43,115 | -5.2% | 5.20% | -7.6% |
Q1 2021 | $11,842,000 | +11.4% | 45,499 | -1.6% | 5.63% | +5.0% |
Q4 2020 | $10,626,000 | +23.4% | 46,235 | -0.5% | 5.36% | +8.3% |
Q3 2020 | $8,611,000 | +5.3% | 46,470 | +1.0% | 4.95% | -1.1% |
Q2 2020 | $8,179,000 | +24.9% | 45,995 | +1.1% | 5.01% | +5.1% |
Q1 2020 | $6,546,000 | -27.3% | 45,505 | +4.0% | 4.76% | -8.9% |
Q4 2019 | $9,009,000 | +8.3% | 43,770 | +1.6% | 5.23% | +1.7% |
Q3 2019 | $8,321,000 | -0.9% | 43,062 | -0.4% | 5.14% | -1.2% |
Q2 2019 | $8,396,000 | +8.4% | 43,220 | +5.7% | 5.21% | +5.1% |
Q1 2019 | $7,746,000 | +14.1% | 40,898 | +0.0% | 4.95% | -3.1% |
Q4 2018 | $6,789,000 | -24.8% | 40,881 | -8.9% | 5.11% | -3.9% |
Q3 2018 | $9,031,000 | +6.7% | 44,867 | +3.3% | 5.32% | +0.1% |
Q2 2018 | $8,462,000 | +4.7% | 43,442 | +0.8% | 5.31% | +3.3% |
Q1 2018 | $8,084,000 | -1.7% | 43,101 | -0.5% | 5.14% | +2.1% |
Q4 2017 | $8,222,000 | +5.2% | 43,325 | -0.8% | 5.04% | +4.1% |
Q3 2017 | $7,817,000 | +3.3% | 43,694 | +0.4% | 4.84% | -0.6% |
Q2 2017 | $7,567,000 | +0.4% | 43,501 | -1.2% | 4.87% | -0.4% |
Q1 2017 | $7,538,000 | -0.1% | 44,028 | -3.5% | 4.89% | +0.5% |
Q4 2016 | $7,544,000 | +5.7% | 45,628 | -1.1% | 4.86% | +2.4% |
Q3 2016 | $7,139,000 | +0.5% | 46,147 | -2.9% | 4.75% | +0.6% |
Q2 2016 | $7,103,000 | +4.0% | 47,547 | +0.4% | 4.72% | +4.9% |
Q1 2016 | $6,827,000 | +8.2% | 47,350 | +4.5% | 4.49% | +2.5% |
Q4 2015 | $6,310,000 | +2.1% | 45,290 | +0.1% | 4.39% | +0.4% |
Q3 2015 | $6,183,000 | -7.3% | 45,260 | +1.8% | 4.37% | +2.6% |
Q2 2015 | $6,667,000 | -0.6% | 44,455 | +0.7% | 4.26% | -0.6% |
Q1 2015 | $6,708,000 | +7.9% | 44,140 | +2.8% | 4.28% | +5.6% |
Q4 2014 | $6,217,000 | – | 42,935 | – | 4.05% | – |
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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% |