ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,574,544 | -3.7% | 66,471 | +1.0% | 4.30% | -0.4% |
| Q2 2023 | $17,204,338 | +3.0% | 65,796 | -1.4% | 4.32% | +3.2% |
| Q1 2023 | $16,701,682 | +98174.1% | 66,764 | -5.0% | 4.19% | -1.9% |
| Q4 2022 | $16,995 | -99.9% | 70,260 | +4.1% | 4.27% | +1.4% |
| Q3 2022 | $14,800,000 | -1.7% | 67,498 | +1.5% | 4.21% | +5.4% |
| Q2 2022 | $15,049,000 | -10.8% | 66,523 | +5.8% | 3.99% | +2.0% |
| Q1 2022 | $16,879,000 | +32.3% | 62,902 | +39.5% | 3.91% | +30.3% |
| Q4 2021 | $12,761,000 | +34.9% | 45,079 | +25.4% | 3.00% | +13.6% |
| Q3 2021 | $9,461,000 | +4.1% | 35,962 | +6.3% | 2.64% | +3.7% |
| Q2 2021 | $9,091,000 | +4.5% | 33,829 | +1.2% | 2.55% | -2.5% |
| Q1 2021 | $8,698,000 | +27.7% | 33,419 | +12.8% | 2.62% | +16.1% |
| Q4 2020 | $6,810,000 | +55.8% | 29,631 | +25.6% | 2.25% | +33.4% |
| Q3 2020 | $4,370,000 | +16.1% | 23,583 | +11.4% | 1.69% | +3.2% |
| Q2 2020 | $3,764,000 | +90.5% | 21,166 | +54.1% | 1.64% | +76.3% |
| Q1 2020 | $1,976,000 | +20.3% | 13,736 | +72.1% | 0.93% | +59.1% |
| Q4 2019 | $1,643,000 | +33.3% | 7,983 | +25.1% | 0.58% | +24.8% |
| Q3 2019 | $1,233,000 | – | 6,383 | – | 0.47% | – |
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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% |