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 | $592,166 | +9.8% | 2,375 | +15.2% | 0.06% | -11.1% |
| Q2 2023 | $539,130 | -19.1% | 2,062 | -22.6% | 0.06% | -20.3% |
| Q1 2023 | $666,388 | +7.1% | 2,664 | +3.5% | 0.08% | -4.8% |
| Q4 2022 | $622,399 | +56.8% | 2,573 | +42.1% | 0.08% | +38.3% |
| Q3 2022 | $397,000 | +47.6% | 1,811 | +52.1% | 0.06% | +50.0% |
| Q2 2022 | $269,000 | -27.3% | 1,191 | -13.7% | 0.04% | -16.7% |
| Q1 2022 | $370,000 | -11.3% | 1,380 | -6.2% | 0.05% | -12.7% |
| Q4 2021 | $417,000 | +34.1% | 1,472 | +24.2% | 0.06% | +22.2% |
| Q3 2021 | $311,000 | -88.4% | 1,185 | -88.1% | 0.04% | -86.2% |
| Q2 2021 | $2,681,000 | +12.3% | 9,979 | +8.8% | 0.33% | -16.8% |
| Q1 2021 | $2,387,000 | +1256.2% | 9,174 | +1094.5% | 0.39% | +962.2% |
| Q4 2020 | $176,000 | -99.5% | 768 | +315.1% | 0.04% | +105.6% |
| Q3 2020 | $36,835,000 | +12.0% | 185 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $32,881,000 | -47.4% | 185 | -57.5% | 0.02% | -55.0% |
| Q1 2020 | $62,517,000 | +6.8% | 435 | +55.9% | 0.04% | +14.3% |
| Q4 2019 | $58,560,000 | – | 279 | – | 0.04% | – |
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% |