ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,425,361 | -1.4% | 13,737 | +3.4% | 1.15% | +1.5% |
| Q2 2023 | $3,473,524 | +23.0% | 13,284 | +17.2% | 1.13% | +22.4% |
| Q1 2023 | $2,823,260 | +215.5% | 11,334 | +206.4% | 0.92% | +189.3% |
| Q4 2022 | $894,760 | +11.2% | 3,699 | +0.8% | 0.32% | +9.2% |
| Q3 2022 | $805,000 | +7.3% | 3,669 | +10.6% | 0.29% | +14.1% |
| Q2 2022 | $750,000 | -14.3% | 3,317 | +1.7% | 0.26% | +0.4% |
| Q1 2022 | $875,000 | +7.6% | 3,261 | +13.5% | 0.26% | +9.4% |
| Q4 2021 | $813,000 | +105.8% | 2,873 | +91.5% | 0.23% | +14.8% |
| Q3 2021 | $395,000 | -35.0% | 1,500 | -33.7% | 0.20% | +7.4% |
| Q2 2021 | $608,000 | +7.8% | 2,264 | +4.4% | 0.19% | +0.5% |
| Q1 2021 | $564,000 | – | 2,168 | – | 0.19% | – |
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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% |