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 | $7,158,337 | -5.6% | 28,708 | -1.0% | 3.50% | +0.7% |
| Q2 2023 | $7,584,612 | -0.9% | 29,006 | -5.1% | 3.47% | -1.6% |
| Q1 2023 | $7,649,792 | +14.9% | 30,580 | +11.9% | 3.53% | +2.8% |
| Q4 2022 | $6,659,247 | -1.3% | 27,317 | -11.2% | 3.44% | -1.5% |
| Q3 2022 | $6,745,000 | +6.4% | 30,761 | +9.8% | 3.49% | +14.1% |
| Q2 2022 | $6,339,000 | -19.5% | 28,020 | -4.6% | 3.06% | -10.4% |
| Q1 2022 | $7,879,000 | +6.9% | 29,361 | +12.8% | 3.41% | +4.4% |
| Q4 2021 | $7,368,000 | +18.8% | 26,027 | +10.4% | 3.27% | +10.5% |
| Q3 2021 | $6,202,000 | +17.8% | 23,577 | +20.4% | 2.96% | +16.3% |
| Q2 2021 | $5,263,000 | +10.8% | 19,584 | +7.3% | 2.54% | +5.2% |
| Q1 2021 | $4,752,000 | +5.0% | 18,259 | -7.3% | 2.42% | -1.2% |
| Q4 2020 | $4,527,000 | +22.6% | 19,698 | -1.1% | 2.45% | +8.9% |
| Q3 2020 | $3,692,000 | +5.3% | 19,922 | +1.0% | 2.25% | -0.4% |
| Q2 2020 | $3,506,000 | +26.2% | 19,715 | +2.1% | 2.26% | +7.1% |
| Q1 2020 | $2,779,000 | +93.7% | 19,315 | +177.1% | 2.11% | +123.3% |
| Q4 2019 | $1,435,000 | +7.6% | 6,970 | +0.9% | 0.94% | +0.9% |
| Q3 2019 | $1,334,000 | +4.4% | 6,906 | +5.0% | 0.94% | -1.0% |
| Q2 2019 | $1,278,000 | +3.1% | 6,580 | +0.6% | 0.94% | +3.3% |
| Q1 2019 | $1,239,000 | +46.1% | 6,542 | +28.1% | 0.91% | +22.2% |
| Q4 2018 | $848,000 | – | 5,105 | – | 0.75% | – |
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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% |