ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,753,120 | -15.1% | 23,072 | -10.9% | 1.48% | -11.0% |
| Q2 2023 | $6,774,060 | +2.4% | 25,907 | -2.0% | 1.66% | +2.7% |
| Q1 2023 | $6,614,733 | +2.5% | 26,442 | -0.9% | 1.62% | -4.3% |
| Q4 2022 | $6,454,329 | +4.0% | 26,683 | -5.7% | 1.69% | +1.7% |
| Q3 2022 | $6,207,000 | -0.9% | 28,309 | +2.2% | 1.66% | -4.4% |
| Q2 2022 | $6,265,000 | -42.1% | 27,693 | -31.3% | 1.74% | -38.7% |
| Q1 2022 | $10,819,000 | -0.8% | 40,318 | +4.6% | 2.84% | +13.9% |
| Q4 2021 | $10,909,000 | +12.8% | 38,538 | +4.8% | 2.49% | -4.1% |
| Q3 2021 | $9,673,000 | +2.4% | 36,768 | +4.6% | 2.60% | -2.1% |
| Q2 2021 | $9,449,000 | +6.1% | 35,163 | +2.8% | 2.65% | -4.0% |
| Q1 2021 | $8,904,000 | +24.7% | 34,210 | +10.1% | 2.76% | +7.3% |
| Q4 2020 | $7,143,000 | +7.6% | 31,081 | -13.2% | 2.57% | -1.3% |
| Q3 2020 | $6,636,000 | +49.4% | 35,809 | +43.3% | 2.61% | +19.3% |
| Q2 2020 | $4,443,000 | – | 24,985 | – | 2.19% | – |
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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% |