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 | $397,713 | -4.6% | 1,595 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $417,061 | +4.5% | 1,595 | 0.0% | 0.10% | -5.9% |
| Q1 2023 | $399,005 | +6.6% | 1,595 | +3.1% | 0.10% | -17.2% |
| Q4 2022 | $374,204 | -32.1% | 1,547 | -38.5% | 0.12% | -34.4% |
| Q3 2022 | $551,000 | -3.8% | 2,515 | -0.8% | 0.19% | 0.0% |
| Q2 2022 | $573,000 | -15.7% | 2,535 | 0.0% | 0.19% | -7.0% |
| Q1 2022 | $680,000 | -5.6% | 2,535 | -0.4% | 0.20% | -3.8% |
| Q4 2021 | $720,000 | +7.5% | 2,545 | 0.0% | 0.21% | -5.0% |
| Q3 2021 | $670,000 | +0.3% | 2,545 | +2.4% | 0.22% | -1.8% |
| Q2 2021 | $668,000 | +10.6% | 2,486 | +7.1% | 0.22% | -7.1% |
| Q1 2021 | $604,000 | – | 2,321 | – | 0.24% | – |
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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% |