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 | $28,251,079 | +41.2% | 113,402 | +47.4% | 6.92% | +40.9% |
| Q2 2023 | $20,003,833 | +17.1% | 76,918 | +10.7% | 4.91% | +11.0% |
| Q1 2023 | $17,086,499 | -5.9% | 69,470 | -4.3% | 4.43% | -7.8% |
| Q4 2022 | $18,155,025 | +76.8% | 72,625 | +56.3% | 4.80% | +43.0% |
| Q3 2022 | $10,271,000 | -27.0% | 46,461 | -24.5% | 3.36% | -19.3% |
| Q2 2022 | $14,073,000 | -26.1% | 61,513 | -17.6% | 4.16% | -7.0% |
| Q1 2022 | $19,042,000 | +26.7% | 74,619 | +41.2% | 4.47% | +7.3% |
| Q4 2021 | $15,025,000 | +64.0% | 52,847 | +54.2% | 4.17% | +30.7% |
| Q3 2021 | $9,159,000 | +9.2% | 34,276 | +9.8% | 3.19% | +11.8% |
| Q2 2021 | $8,384,000 | -33.1% | 31,215 | -10.1% | 2.85% | -13.9% |
| Q1 2021 | $12,530,000 | +449.8% | 34,721 | +244.8% | 3.31% | +304.9% |
| Q4 2020 | $2,279,000 | – | 10,070 | – | 0.82% | – |
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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% |