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 | $10,846,502 | -18.9% | 43,499 | -15.0% | 1.62% | -6.4% |
| Q2 2023 | $13,378,383 | -4.3% | 51,164 | -8.5% | 1.73% | -5.7% |
| Q1 2023 | $13,984,706 | +0.2% | 55,903 | -3.1% | 1.84% | -5.2% |
| Q4 2022 | $13,957,278 | -2.4% | 57,701 | -11.5% | 1.94% | -15.8% |
| Q3 2022 | $14,296,000 | -4.7% | 65,203 | -1.7% | 2.30% | +0.2% |
| Q2 2022 | $14,999,000 | -21.7% | 66,301 | -7.1% | 2.30% | -10.9% |
| Q1 2022 | $19,153,000 | -5.7% | 71,375 | -0.5% | 2.58% | -4.4% |
| Q4 2021 | $20,308,000 | +1.8% | 71,740 | -1.0% | 2.70% | +0.1% |
| Q3 2021 | $19,950,000 | +6.9% | 72,445 | +4.4% | 2.69% | +5.0% |
| Q2 2021 | $18,656,000 | +4.6% | 69,422 | +1.3% | 2.56% | -3.0% |
| Q1 2021 | $17,837,000 | +15.9% | 68,529 | +2.4% | 2.64% | -0.4% |
| Q4 2020 | $15,385,000 | – | 66,940 | – | 2.65% | – |
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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% |