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 | $2,972,023 | -4.4% | 11,919 | +0.2% | 1.29% | -1.7% |
| Q2 2023 | $3,110,328 | +5.4% | 11,895 | +0.8% | 1.31% | -2.8% |
| Q1 2023 | $2,950,854 | +2.8% | 11,796 | -0.6% | 1.35% | -6.8% |
| Q4 2022 | $2,871,065 | +332.4% | 11,869 | +291.8% | 1.44% | +297.8% |
| Q3 2022 | $664,000 | +0.3% | 3,029 | +3.4% | 0.36% | +8.7% |
| Q2 2022 | $662,000 | +2.2% | 2,928 | +21.2% | 0.33% | +21.9% |
| Q1 2022 | $648,000 | -8.2% | 2,415 | -3.1% | 0.27% | -4.9% |
| Q4 2021 | $706,000 | +10.1% | 2,493 | +2.4% | 0.29% | +2.1% |
| Q3 2021 | $641,000 | -11.2% | 2,435 | -9.4% | 0.28% | -11.6% |
| Q2 2021 | $722,000 | -7.8% | 2,687 | -10.7% | 0.32% | -5.1% |
| Q1 2021 | $783,000 | +6.8% | 3,008 | -5.7% | 0.34% | +1.8% |
| Q4 2020 | $733,000 | +27.3% | 3,191 | +2.7% | 0.33% | +26.4% |
| Q3 2020 | $576,000 | +2.1% | 3,107 | -2.1% | 0.26% | -7.1% |
| Q2 2020 | $564,000 | +21.0% | 3,173 | -2.0% | 0.28% | 0.0% |
| Q1 2020 | $466,000 | -47.8% | 3,238 | -25.9% | 0.28% | -22.6% |
| Q4 2019 | $893,000 | +3.1% | 4,369 | +1.0% | 0.36% | -1.9% |
| Q3 2019 | $866,000 | +2.9% | 4,327 | -0.2% | 0.37% | -2.4% |
| Q2 2019 | $842,000 | -0.1% | 4,334 | +0.8% | 0.38% | -4.8% |
| Q1 2019 | $843,000 | – | 4,298 | – | 0.40% | – |
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% |