ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314 | -4.6% | 1,260 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $329 | -99.9% | 1,260 | +0.3% | 0.09% | +4.9% |
| Q1 2023 | $314,243 | +103610.6% | 1,256 | +0.4% | 0.08% | +2.5% |
| Q4 2022 | $303 | -99.9% | 1,251 | +0.4% | 0.08% | +6.7% |
| Q3 2022 | $273,000 | -2.5% | 1,246 | +0.6% | 0.08% | -6.2% |
| Q2 2022 | $280,000 | -15.4% | 1,239 | +0.3% | 0.08% | -5.9% |
| Q1 2022 | $331,000 | -4.9% | 1,235 | +0.3% | 0.08% | +6.2% |
| Q4 2021 | $348,000 | +8.1% | 1,231 | +0.4% | 0.08% | -4.8% |
| Q3 2021 | $322,000 | -1.8% | 1,226 | +0.3% | 0.08% | 0.0% |
| Q2 2021 | $328,000 | +3.5% | 1,222 | +0.2% | 0.08% | -5.6% |
| Q1 2021 | $317,000 | +13.6% | 1,219 | +0.3% | 0.09% | +4.7% |
| Q4 2020 | $279,000 | +24.0% | 1,215 | +0.2% | 0.08% | +4.9% |
| Q3 2020 | $225,000 | +3650.0% | 1,212 | +2930.0% | 0.08% | +1925.0% |
| Q4 2015 | $6,000 | – | 40 | – | 0.00% | – |
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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% |