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 | $13,875,460 | +12.6% | 50,065 | +1.3% | 7.45% | +1.2% |
| Q3 2023 | $12,319,776 | +0.7% | 49,408 | +1.0% | 7.36% | +12.4% |
| Q1 2023 | $12,234,706 | +174357.5% | 48,907 | +68.7% | 6.55% | +66.3% |
| Q4 2022 | $7,013 | -99.9% | 28,991 | +1.6% | 3.94% | -7.0% |
| Q3 2022 | $6,257,000 | +6.9% | 28,539 | +10.3% | 4.24% | +23.3% |
| Q2 2022 | $5,854,000 | -10.5% | 25,878 | +6.2% | 3.44% | +2.3% |
| Q1 2022 | $6,539,000 | -60.3% | 24,367 | -58.2% | 3.36% | -58.8% |
| Q4 2021 | $16,485,000 | +10.8% | 58,235 | +3.0% | 8.15% | +5.0% |
| Q3 2021 | $14,875,000 | +32.0% | 56,543 | +34.8% | 7.76% | +69.9% |
| Q2 2021 | $11,272,000 | +2.3% | 41,947 | -0.9% | 4.56% | -23.0% |
| Q1 2021 | $11,020,000 | +2.6% | 42,340 | -9.4% | 5.92% | -4.2% |
| Q4 2020 | $10,738,000 | +23.4% | 46,719 | -0.5% | 6.18% | +11.5% |
| Q3 2020 | $8,704,000 | -19.9% | 46,968 | -23.1% | 5.54% | -19.8% |
| Q2 2020 | $10,863,000 | +21.6% | 61,092 | -1.6% | 6.91% | +6.7% |
| Q1 2020 | $8,935,000 | -25.0% | 62,111 | +7.3% | 6.48% | -8.1% |
| Q4 2019 | $11,915,000 | +13.2% | 57,890 | +6.2% | 7.05% | +8.3% |
| Q3 2019 | $10,529,000 | +85.9% | 54,490 | +86.9% | 6.50% | +81.0% |
| Q2 2019 | $5,664,000 | -4.7% | 29,158 | -7.1% | 3.59% | -9.3% |
| Q1 2019 | $5,946,000 | -30.2% | 31,393 | -38.8% | 3.96% | -38.3% |
| Q4 2018 | $8,514,000 | -13.6% | 51,273 | +4.8% | 6.42% | -7.5% |
| Q3 2018 | $9,852,000 | +4.0% | 48,943 | +0.7% | 6.94% | -1.5% |
| Q2 2018 | $9,470,000 | +14.3% | 48,613 | +9.5% | 7.05% | +6.3% |
| Q1 2018 | $8,286,000 | +100.2% | 44,402 | +103.6% | 6.64% | +103.7% |
| Q4 2017 | $4,138,000 | +6.5% | 21,804 | +0.4% | 3.26% | -10.7% |
| Q3 2017 | $3,885,000 | -26.5% | 21,709 | -29.7% | 3.65% | -29.6% |
| Q1 2017 | $5,289,000 | – | 30,889 | – | 5.18% | – |
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% |