ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $40,132,000 | -59.5% | 277,198 | -61.7% | 0.71% | -61.2% |
| Q3 2014 | $98,993,000 | +25.4% | 723,983 | +31.2% | 1.83% | +29.4% |
| Q2 2014 | $78,950,000 | +1507.3% | 551,769 | +1444.2% | 1.41% | +1403.2% |
| Q1 2014 | $4,912,000 | -95.5% | 35,732 | -95.6% | 0.09% | -94.7% |
| Q4 2013 | $108,931,000 | +4099.3% | 814,018 | +3791.8% | 1.79% | +3549.0% |
| Q3 2013 | $2,594,000 | +86.1% | 20,916 | +73.5% | 0.05% | +63.3% |
| Q2 2013 | $1,394,000 | – | 12,055 | – | 0.03% | – |
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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% |