ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,220 | -4.6% | 1,970 | 0.0% | 0.20% | +155.7% |
| Q2 2023 | $515,116 | +1509.7% | 1,970 | +1045.3% | 0.08% | +338.9% |
| Q3 2020 | $32,000 | -17.9% | 172 | -21.8% | 0.02% | -18.2% |
| Q2 2020 | $39,000 | -88.5% | 220 | -90.7% | 0.02% | -87.6% |
| Q1 2020 | $340,000 | -22.7% | 2,360 | +10.3% | 0.18% | -34.4% |
| Q4 2019 | $440,000 | +6.3% | 2,140 | 0.0% | 0.27% | +2.7% |
| Q3 2019 | $414,000 | -0.5% | 2,140 | 0.0% | 0.26% | +41.4% |
| Q2 2019 | $416,000 | -3.0% | 2,140 | -5.4% | 0.19% | -39.4% |
| Q1 2019 | $429,000 | – | 2,263 | – | 0.31% | – |
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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% |