ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,596 | -4.6% | 2,160 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $564,797 | +4.5% | 2,160 | 0.0% | 0.07% | -5.4% |
| Q1 2023 | $540,346 | +3.4% | 2,160 | 0.0% | 0.07% | -8.6% |
| Q4 2022 | $522,482 | +17.7% | 2,160 | +6.6% | 0.08% | +19.1% |
| Q3 2022 | $444,000 | -3.3% | 2,027 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $459,000 | -15.6% | 2,027 | 0.0% | 0.07% | +9.7% |
| Q1 2022 | $544,000 | -4.7% | 2,027 | +0.5% | 0.06% | -3.1% |
| Q4 2021 | $571,000 | +7.5% | 2,017 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $531,000 | -2.0% | 2,017 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $542,000 | +3.2% | 2,017 | 0.0% | 0.06% | -5.8% |
| Q1 2021 | $525,000 | +13.1% | 2,017 | 0.0% | 0.07% | +6.2% |
| Q4 2020 | $464,000 | +24.1% | 2,017 | 0.0% | 0.06% | +10.2% |
| Q3 2020 | $374,000 | +4.2% | 2,017 | 0.0% | 0.06% | -9.2% |
| Q2 2020 | $359,000 | +23.8% | 2,017 | 0.0% | 0.06% | +18.2% |
| Q1 2020 | $290,000 | -30.1% | 2,017 | 0.0% | 0.06% | -5.2% |
| Q4 2019 | $415,000 | – | 2,017 | – | 0.06% | – |
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% |