ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,421,299 | -4.2% | 61,846 | +0.5% | 1.97% | +0.8% |
| Q2 2023 | $16,091,740 | +6.8% | 61,541 | +2.2% | 1.95% | +1.1% |
| Q1 2023 | $15,068,136 | -15.4% | 60,234 | -18.2% | 1.93% | -21.9% |
| Q4 2022 | $17,819,793 | +19.5% | 73,669 | +8.4% | 2.47% | +7.6% |
| Q3 2022 | $14,906,000 | -29.3% | 67,981 | -27.0% | 2.30% | -24.6% |
| Q2 2022 | $21,074,000 | – | 93,152 | – | 3.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |