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 | $738,059 | +53.4% | 2,960 | +60.9% | 0.54% | +56.3% |
Q2 2023 | $481,105 | +4.6% | 1,840 | +0.1% | 0.35% | -5.7% |
Q1 2023 | $460,016 | +3.5% | 1,839 | +0.1% | 0.37% | -3.9% |
Q4 2022 | $444,479 | +33.1% | 1,838 | +24.1% | 0.38% | +14.6% |
Q3 2022 | $334,000 | -0.3% | 1,481 | +0.1% | 0.34% | -10.2% |
Q2 2022 | $335,000 | -42.0% | 1,479 | -31.3% | 0.37% | -33.0% |
Q1 2022 | $578,000 | +10.1% | 2,154 | +16.1% | 0.56% | +12.5% |
Q4 2021 | $525,000 | – | 1,855 | – | 0.50% | – |
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% |