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 2023 | $301,464 | -58.9% | 1,209 | -56.9% | 0.00% | -60.0% |
| Q2 2023 | $733,190 | +33.2% | 2,804 | +27.5% | 0.01% | +25.0% |
| Q1 2023 | $550,352 | -72.7% | 2,200 | -73.6% | 0.01% | -75.8% |
| Q4 2022 | $2,012,767 | +65.3% | 8,321 | +49.8% | 0.03% | +43.5% |
| Q3 2022 | $1,218,000 | +14.6% | 5,556 | +40.2% | 0.02% | +27.8% |
| Q1 2022 | $1,063,000 | +57.5% | 3,963 | +66.1% | 0.02% | +63.6% |
| Q4 2021 | $675,000 | +9.8% | 2,386 | +2.1% | 0.01% | -8.3% |
| Q3 2021 | $615,000 | -27.6% | 2,338 | -26.1% | 0.01% | -25.0% |
| Q2 2021 | $850,000 | +201.4% | 3,164 | +158.3% | 0.02% | +166.7% |
| Q4 2020 | $282,000 | -31.2% | 1,225 | -46.9% | 0.01% | -45.5% |
| Q2 2020 | $410,000 | – | 2,308 | – | 0.01% | – |
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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% |