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 | $939,467 | -8.5% | 3,768 | -4.1% | 0.18% | +1.1% |
| Q2 2023 | $1,027,267 | -17.8% | 3,929 | -21.3% | 0.18% | -26.8% |
| Q1 2023 | $1,248,964 | +3.3% | 4,993 | -0.1% | 0.25% | -4.7% |
| Q4 2022 | $1,208,850 | -50.2% | 4,998 | -54.9% | 0.26% | -45.7% |
| Q3 2022 | $2,428,000 | +94.1% | 11,075 | +100.2% | 0.48% | +280.0% |
| Q2 2022 | $1,251,000 | -20.5% | 5,531 | -5.6% | 0.12% | -8.8% |
| Q1 2022 | $1,573,000 | -3.3% | 5,862 | +2.1% | 0.14% | +3.8% |
| Q4 2021 | $1,626,000 | +11.9% | 5,743 | +4.0% | 0.13% | +3.1% |
| Q3 2021 | $1,453,000 | +6.5% | 5,523 | +8.8% | 0.13% | +93.9% |
| Q2 2021 | $1,364,000 | +103.9% | 5,078 | +97.4% | 0.07% | -2.9% |
| Q1 2021 | $669,000 | +6.4% | 2,572 | -6.0% | 0.07% | -5.6% |
| Q4 2020 | $629,000 | +8.6% | 2,735 | -0.6% | 0.07% | +1.4% |
| Q3 2020 | $579,000 | -99.7% | 2,752 | +164.4% | 0.07% | +51.1% |
| Q2 2019 | $202,224,000 | +192494.3% | 1,041 | +93.5% | 0.05% | 0.0% |
| Q2 2018 | $105,000 | -95.2% | 538 | -95.7% | 0.05% | -96.1% |
| Q2 2017 | $2,176,000 | +27.5% | 12,510 | +25.5% | 1.22% | -4.7% |
| Q1 2017 | $1,707,000 | -15.1% | 9,969 | -18.0% | 1.28% | -23.8% |
| Q4 2016 | $2,011,000 | – | 12,163 | – | 1.68% | – |
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% |