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 | $2,874,008 | -4.7% | 11,526 | -0.1% | 2.86% | +3.8% |
| Q2 2023 | $3,016,695 | +8.4% | 11,537 | +3.8% | 2.75% | -1.2% |
| Q1 2023 | $2,781,779 | +3.2% | 11,120 | -0.2% | 2.79% | -32.1% |
| Q4 2022 | $2,695,380 | +34.8% | 11,143 | +22.2% | 4.11% | +91.5% |
| Q3 2022 | $1,999,000 | -8.6% | 9,115 | -5.7% | 2.14% | -9.2% |
| Q2 2022 | $2,187,000 | -16.0% | 9,669 | -0.3% | 2.36% | -2.1% |
| Q1 2022 | $2,603,000 | -6.9% | 9,700 | -1.8% | 2.41% | -1.9% |
| Q4 2021 | $2,796,000 | – | 9,877 | – | 2.46% | – |
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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% |