ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,098,123 | +0.2% | 4,403 | +5.1% | 0.29% | +2.1% |
| Q2 2023 | $1,095,863 | +10.0% | 4,191 | +5.2% | 0.28% | +2.9% |
| Q1 2023 | $996,182 | +10.6% | 3,985 | +7.0% | 0.27% | +5.4% |
| Q4 2022 | $900,556 | +14.6% | 3,723 | +3.8% | 0.26% | +6.1% |
| Q3 2022 | $786,000 | -2.4% | 3,586 | +0.8% | 0.24% | +8.4% |
| Q2 2022 | $805,000 | -14.5% | 3,557 | +1.3% | 0.23% | +2.3% |
| Q1 2022 | $942,000 | +18.0% | 3,510 | +24.5% | 0.22% | +12.2% |
| Q4 2021 | $798,000 | +13.2% | 2,819 | +5.2% | 0.20% | +2.6% |
| Q3 2021 | $705,000 | +1.4% | 2,679 | +3.6% | 0.19% | -1.5% |
| Q2 2021 | $695,000 | +27.3% | 2,587 | +23.3% | 0.20% | +14.0% |
| Q1 2021 | $546,000 | +20.8% | 2,098 | +6.7% | 0.17% | +16.3% |
| Q4 2020 | $452,000 | +35.3% | 1,967 | +9.3% | 0.15% | +20.5% |
| Q3 2020 | $334,000 | +63.7% | 1,800 | +56.5% | 0.12% | +43.5% |
| Q2 2020 | $204,000 | – | 1,150 | – | 0.08% | – |
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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% |