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 | $4,501,469 | -21.7% | 18,053 | -17.9% | 2.02% | -19.7% |
| Q2 2023 | $5,750,154 | -2.9% | 21,991 | -7.1% | 2.52% | -13.0% |
| Q1 2023 | $5,922,299 | +31070.0% | 23,674 | +24057.1% | 2.90% | +16941.2% |
| Q2 2018 | $19,000 | -24.0% | 98 | -25.2% | 0.02% | -26.1% |
| Q1 2018 | $25,000 | +78.6% | 131 | +72.4% | 0.02% | +76.9% |
| Q4 2017 | $14,000 | – | 76 | – | 0.01% | – |
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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% |