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 | $42,251,110 | -4.6% | 169,445 | +0.0% | 0.04% | -2.2% |
| Q2 2023 | $44,298,634 | +3.5% | 169,415 | -1.0% | 0.04% | -11.8% |
| Q1 2023 | $42,807,629 | +3.4% | 171,121 | -0.1% | 0.05% | +6.2% |
| Q4 2022 | $41,417,000 | +9.0% | 171,222 | -1.2% | 0.05% | -22.6% |
| Q3 2022 | $37,987,000 | -4.9% | 173,251 | -1.9% | 0.06% | +10.7% |
| Q2 2022 | $39,944,000 | -16.7% | 176,565 | -1.2% | 0.06% | -3.4% |
| Q1 2022 | $47,955,000 | -7.8% | 178,709 | -2.7% | 0.06% | +20.8% |
| Q4 2021 | $51,989,000 | +7.3% | 183,657 | -0.3% | 0.05% | -2.0% |
| Q3 2021 | $48,446,000 | -3.6% | 184,159 | -1.5% | 0.05% | -9.3% |
| Q2 2021 | $50,262,000 | +1.6% | 187,034 | -1.6% | 0.05% | -6.9% |
| Q1 2021 | $49,484,000 | +7.5% | 190,120 | -5.1% | 0.06% | -4.9% |
| Q4 2020 | $46,023,000 | +23.2% | 200,247 | -0.7% | 0.06% | +1.7% |
| Q3 2020 | $37,356,000 | +3.1% | 201,584 | -1.1% | 0.06% | -13.0% |
| Q2 2020 | $36,227,000 | +20.0% | 203,727 | -2.9% | 0.07% | -1.4% |
| Q1 2020 | $30,191,000 | -30.8% | 209,868 | -1.1% | 0.07% | -7.9% |
| Q4 2019 | $43,654,000 | +6.4% | 212,102 | -0.1% | 0.08% | -1.3% |
| Q3 2019 | $41,041,000 | +140.8% | 212,392 | +142.1% | 0.08% | +140.6% |
| Q2 2019 | $17,045,000 | +1.8% | 87,745 | -0.8% | 0.03% | +3.2% |
| Q1 2019 | $16,745,000 | +15.6% | 88,410 | +1.4% | 0.03% | +14.8% |
| Q4 2018 | $14,483,000 | -19.1% | 87,215 | -1.9% | 0.03% | -6.9% |
| Q3 2018 | $17,903,000 | +3.7% | 88,942 | +0.3% | 0.03% | -6.5% |
| Q2 2018 | $17,265,000 | +5.1% | 88,636 | +1.2% | 0.03% | +29.2% |
| Q1 2018 | $16,429,000 | -4.0% | 87,587 | -2.9% | 0.02% | -4.0% |
| Q4 2017 | $17,112,000 | +1.5% | 90,166 | -4.4% | 0.02% | -7.4% |
| Q3 2017 | $16,867,000 | -1.8% | 94,282 | -4.5% | 0.03% | -15.6% |
| Q2 2017 | $17,181,000 | +4.1% | 98,765 | +2.5% | 0.03% | -5.9% |
| Q1 2017 | $16,500,000 | +2.6% | 96,367 | -0.9% | 0.03% | -10.5% |
| Q4 2016 | $16,081,000 | +5.7% | 97,265 | -1.1% | 0.04% | 0.0% |
| Q3 2016 | $15,213,000 | +3.3% | 98,333 | -0.2% | 0.04% | -5.0% |
| Q2 2016 | $14,720,000 | -65.0% | 98,545 | -66.2% | 0.04% | -66.1% |
| Q1 2016 | $42,043,000 | +2.7% | 291,622 | -0.8% | 0.12% | +19.2% |
| Q4 2015 | $40,957,000 | +0.9% | 293,976 | -1.0% | 0.10% | -2.9% |
| Q3 2015 | $40,574,000 | -13.0% | 297,010 | -4.4% | 0.10% | +7.4% |
| Q2 2015 | $46,612,000 | -5.2% | 310,794 | -4.0% | 0.10% | +1.1% |
| Q1 2015 | $49,185,000 | +16.3% | 323,628 | +11.5% | 0.09% | +6.8% |
| Q4 2014 | $42,291,000 | +1.4% | 290,214 | -4.8% | 0.09% | +1.1% |
| Q3 2014 | $41,688,000 | +123.0% | 304,873 | +133.3% | 0.09% | +117.5% |
| Q2 2014 | $18,695,000 | +6.3% | 130,660 | +2.1% | 0.04% | -4.8% |
| Q1 2014 | $17,589,000 | +4.4% | 127,950 | +1.7% | 0.04% | -4.5% |
| Q4 2013 | $16,841,000 | +16.3% | 125,861 | +7.9% | 0.04% | +10.0% |
| Q3 2013 | $14,486,000 | +5.8% | 116,697 | -1.6% | 0.04% | -2.4% |
| Q2 2013 | $13,696,000 | +2.1% | 118,578 | +1.7% | 0.04% | -16.3% |
| Q1 2013 | $13,419,000 | +13.0% | 116,620 | -0.1% | 0.05% | +6.5% |
| Q4 2012 | $11,873,000 | +2.6% | 116,747 | -0.4% | 0.05% | 0.0% |
| Q3 2012 | $11,570,000 | +4.6% | 117,245 | -0.2% | 0.05% | -8.0% |
| Q2 2012 | $11,066,000 | -7.2% | 117,514 | -2.2% | 0.05% | -3.8% |
| Q1 2012 | $11,921,000 | – | 120,152 | – | 0.05% | – |
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% |