ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,105 | -4.6% | 1,761 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $460,466 | +4.5% | 1,761 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $440,532 | +3.4% | 1,761 | 0.0% | 0.04% | -15.1% |
| Q4 2022 | $425,968 | +76.8% | 1,761 | +60.2% | 0.05% | +55.9% |
| Q3 2022 | $241,000 | -3.2% | 1,099 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $249,000 | -15.6% | 1,099 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $295,000 | -5.1% | 1,099 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $311,000 | -96.8% | 1,099 | +2013.5% | 0.03% | +1600.0% |
| Q3 2020 | $9,636,000 | -10.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,703,000 | +4573.8% | 52 | -96.7% | 0.00% | -95.7% |
| Q4 2014 | $229,000 | +5.5% | 1,584 | 0.0% | 0.05% | -4.2% |
| Q3 2014 | $217,000 | -4.4% | 1,584 | 0.0% | 0.05% | -2.0% |
| Q2 2014 | $227,000 | – | 1,584 | – | 0.05% | – |
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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% |