ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,344 | -4.6% | 2,163 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $565,581 | +4.5% | 2,163 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $541,096 | -5.9% | 2,163 | -9.0% | 0.00% | 0.0% |
| Q4 2022 | $574,973 | +10.8% | 2,377 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $519,000 | -3.0% | 2,367 | 0.0% | 0.00% | – |
| Q2 2022 | $535,000 | -14.4% | 2,367 | +1.6% | 0.00% | – |
| Q1 2022 | $625,000 | +70.8% | 2,330 | +80.3% | 0.00% | – |
| Q4 2021 | $366,000 | -30.0% | 1,292 | -35.0% | 0.00% | – |
| Q3 2021 | $523,000 | +4.2% | 1,987 | +6.4% | 0.00% | – |
| Q2 2021 | $502,000 | +3.3% | 1,868 | 0.0% | 0.00% | – |
| Q1 2021 | $486,000 | +17.4% | 1,868 | +3.6% | 0.00% | – |
| Q4 2020 | $414,000 | +75.4% | 1,803 | +41.3% | 0.00% | – |
| Q3 2020 | $236,000 | +26.2% | 1,276 | +21.2% | 0.00% | – |
| Q2 2020 | $187,000 | +70.0% | 1,053 | +37.6% | 0.00% | – |
| Q1 2020 | $110,000 | -2.7% | 765 | +39.1% | 0.00% | – |
| Q4 2019 | $113,000 | +6.6% | 550 | 0.0% | 0.00% | – |
| Q3 2019 | $106,000 | +107.8% | 550 | +111.5% | 0.00% | – |
| Q2 2019 | $51,000 | +183.3% | 260 | +108.0% | 0.00% | – |
| Q4 2014 | $18,000 | – | 125 | – | 0.00% | – |
Download | ||||||
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% |