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 | $3,420,583 | -6.7% | 13,718 | -2.1% | 2.04% | -2.0% |
| Q2 2023 | $3,664,381 | +4.8% | 14,014 | +0.3% | 2.09% | +1.9% |
| Q1 2023 | $3,495,236 | +0.1% | 13,972 | -3.2% | 2.05% | -4.4% |
| Q4 2022 | $3,490,715 | +10.3% | 14,431 | -0.0% | 2.14% | +1.7% |
| Q3 2022 | $3,165,000 | +2.1% | 14,437 | +5.3% | 2.11% | +9.4% |
| Q2 2022 | $3,101,000 | -13.1% | 13,706 | +3.0% | 1.93% | +1.8% |
| Q1 2022 | $3,570,000 | -0.9% | 13,304 | +4.6% | 1.89% | -2.0% |
| Q4 2021 | $3,602,000 | +9.4% | 12,723 | +1.6% | 1.93% | -7.6% |
| Q3 2021 | $3,294,000 | -2.6% | 12,523 | -0.5% | 2.09% | -8.3% |
| Q2 2021 | $3,383,000 | -2.3% | 12,589 | -5.4% | 2.28% | -6.3% |
| Q1 2021 | $3,463,000 | +6.6% | 13,303 | -5.9% | 2.43% | +4.6% |
| Q4 2020 | $3,250,000 | +15.8% | 14,140 | -6.6% | 2.32% | -0.7% |
| Q3 2020 | $2,807,000 | -4.1% | 15,147 | -8.0% | 2.34% | -15.0% |
| Q2 2020 | $2,927,000 | +22.2% | 16,458 | -1.2% | 2.76% | +11.4% |
| Q1 2020 | $2,396,000 | -33.3% | 16,653 | -4.6% | 2.47% | +1.7% |
| Q4 2019 | $3,594,000 | +19.1% | 17,461 | +11.8% | 2.43% | +8.8% |
| Q3 2019 | $3,017,000 | +2.6% | 15,612 | +3.1% | 2.24% | -2.8% |
| Q2 2019 | $2,941,000 | +6.4% | 15,139 | +3.8% | 2.30% | +4.5% |
| Q1 2019 | $2,763,000 | +18.9% | 14,587 | +4.2% | 2.20% | +2.7% |
| Q4 2018 | $2,324,000 | -13.4% | 13,997 | +4.9% | 2.14% | +1.0% |
| Q3 2018 | $2,685,000 | +10.9% | 13,339 | +7.3% | 2.12% | +1.8% |
| Q2 2018 | $2,422,000 | +8.1% | 12,436 | +4.1% | 2.08% | +2.5% |
| Q1 2018 | $2,240,000 | +2.9% | 11,941 | +4.1% | 2.04% | +9.3% |
| Q4 2017 | $2,176,000 | +9.0% | 11,467 | +2.7% | 1.86% | -0.5% |
| Q3 2017 | $1,997,000 | +13.1% | 11,162 | +10.0% | 1.87% | +14.4% |
| Q2 2017 | $1,765,000 | +6.0% | 10,144 | +4.3% | 1.64% | +3.3% |
| Q1 2017 | $1,665,000 | +4.3% | 9,725 | +0.7% | 1.58% | -2.8% |
| Q4 2016 | $1,597,000 | – | 9,658 | – | 1.63% | – |
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% |