ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,499 | -2.7% | 1,763 | +2.0% | 0.18% | +3.5% |
| Q2 2023 | $451,727 | +4.8% | 1,728 | +0.3% | 0.17% | -2.3% |
| Q1 2023 | $430,910 | +3.8% | 1,723 | +0.4% | 0.18% | -2.2% |
| Q4 2022 | $415,072 | +11.6% | 1,716 | +1.0% | 0.18% | +7.8% |
| Q3 2022 | $372,000 | +16.6% | 1,699 | +20.3% | 0.17% | +0.6% |
| Q2 2022 | $319,000 | -21.0% | 1,412 | -6.3% | 0.16% | -27.0% |
| Q1 2022 | $404,000 | -8.6% | 1,507 | -3.5% | 0.23% | -3.4% |
| Q4 2021 | $442,000 | +8.3% | 1,562 | +0.7% | 0.23% | -2.1% |
| Q3 2021 | $408,000 | -87.2% | 1,551 | -96.2% | 0.24% | -87.2% |
| Q2 2021 | $3,188,000 | +597.6% | 40,414 | +2200.2% | 1.87% | +643.3% |
| Q1 2021 | $457,000 | +13.1% | 1,757 | 0.0% | 0.25% | +16.7% |
| Q4 2020 | $404,000 | +25.5% | 1,757 | +1.0% | 0.22% | +12.5% |
| Q3 2020 | $322,000 | -2.1% | 1,739 | -6.1% | 0.19% | -1.5% |
| Q2 2020 | $329,000 | – | 1,851 | – | 0.20% | – |
Download | ||||||
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% |