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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $1,460,000 | -10.3% | 10,689 | -1.5% | 2.64% | +3.6% |
| Q2 2015 | $1,628,000 | -2.3% | 10,857 | -1.0% | 2.55% | +0.7% |
| Q1 2015 | $1,666,000 | +11.1% | 10,962 | +5.8% | 2.53% | +18.9% |
| Q4 2014 | $1,500,000 | -19.4% | 10,359 | -23.9% | 2.13% | +12.4% |
| Q3 2014 | $1,861,000 | -6.2% | 13,613 | -1.8% | 1.89% | +6.3% |
| Q2 2014 | $1,984,000 | +3.5% | 13,864 | -0.6% | 1.78% | +2.7% |
| Q1 2014 | $1,917,000 | -3.8% | 13,945 | -6.4% | 1.73% | -8.4% |
| Q4 2013 | $1,993,000 | – | 14,896 | – | 1.89% | – |
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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% |