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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $291,186 | -16.5% | 1,164 | -19.2% | 0.03% | -17.9% |
| Q4 2022 | $348,563 | -36.4% | 1,441 | -25.6% | 0.04% | +14.7% |
| Q4 2021 | $548,000 | +145.7% | 1,937 | +129.0% | 0.03% | +142.9% |
| Q3 2021 | $223,000 | -57.0% | 846 | -56.2% | 0.01% | -54.8% |
| Q2 2021 | $519,000 | -81.8% | 1,930 | -87.5% | 0.03% | -83.2% |
| Q3 2020 | $2,858,000 | +536.5% | 15,424 | +591.7% | 0.18% | +143.4% |
| Q3 2018 | $449,000 | -3.4% | 2,230 | -27.1% | 0.08% | -87.4% |
| Q1 2015 | $465,000 | -62.9% | 3,057 | -66.6% | 0.60% | -44.6% |
| Q3 2014 | $1,252,000 | -58.0% | 9,159 | -56.0% | 1.09% | -42.5% |
| Q2 2014 | $2,978,000 | – | 20,814 | – | 1.90% | – |
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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% |