ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,840 | -44.5% | 1,130 | -40.3% | 0.12% | +24.2% |
| Q1 2022 | $508,000 | +89.6% | 1,894 | +100.2% | 0.10% | -4.8% |
| Q4 2021 | $268,000 | +3.1% | 946 | -4.4% | 0.10% | -8.0% |
| Q3 2021 | $260,000 | -2.3% | 990 | +0.1% | 0.11% | -3.4% |
| Q2 2021 | $266,000 | +9.9% | 989 | +6.5% | 0.12% | +0.9% |
| Q1 2021 | $242,000 | +13.1% | 929 | -0.1% | 0.12% | +12.6% |
| Q4 2020 | $214,000 | -57.3% | 930 | -4.5% | 0.10% | -65.6% |
| Q4 2019 | $501,000 | -99.8% | 974 | -11.3% | 0.30% | -99.4% |
| Q2 2019 | $213,000,000 | +103802.4% | 1,098 | +1.1% | 53.52% | +38132.1% |
| Q1 2019 | $205,000 | -5.5% | 1,086 | +0.4% | 0.14% | -4.8% |
| Q3 2018 | $217,000 | +6.4% | 1,082 | +2.9% | 0.15% | +4.3% |
| Q2 2018 | $204,000 | -2.4% | 1,051 | -4.9% | 0.14% | +4.4% |
| Q4 2017 | $209,000 | – | 1,105 | – | 0.14% | – |
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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% |