ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,533 | -12.0% | 2,641 | -7.8% | 0.06% | -6.6% |
| Q2 2023 | $748,617 | +13.3% | 2,863 | +8.4% | 0.06% | 0.0% |
| Q1 2023 | $660,673 | -6.3% | 2,641 | -9.4% | 0.06% | 0.0% |
| Q4 2022 | $705,109 | +21.8% | 2,915 | +10.4% | 0.06% | +7.0% |
| Q3 2022 | $579,000 | -3.0% | 2,641 | 0.0% | 0.06% | -5.0% |
| Q2 2022 | $597,000 | -15.8% | 2,641 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $709,000 | -5.2% | 2,641 | 0.0% | 0.06% | +12.7% |
| Q4 2021 | $748,000 | +7.6% | 2,641 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $695,000 | -2.1% | 2,641 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $710,000 | -23.5% | 2,641 | -25.9% | 0.06% | -31.8% |
| Q1 2021 | $928,000 | -49.0% | 3,565 | -55.0% | 0.08% | -45.9% |
| Q4 2020 | $1,821,000 | +24.0% | 7,925 | 0.0% | 0.16% | -1.9% |
| Q3 2020 | $1,469,000 | +4.3% | 7,925 | 0.0% | 0.16% | -3.0% |
| Q2 2020 | $1,409,000 | +23.6% | 7,925 | 0.0% | 0.16% | +9.3% |
| Q1 2020 | $1,140,000 | -33.5% | 7,925 | -4.8% | 0.15% | -6.8% |
| Q4 2019 | $1,713,000 | +11.9% | 8,325 | +5.0% | 0.16% | +2.5% |
| Q3 2019 | $1,531,000 | -0.6% | 7,925 | 0.0% | 0.16% | -24.0% |
| Q2 2019 | $1,540,000 | -48.7% | 7,925 | -50.0% | 0.21% | -1.9% |
| Q1 2019 | $3,002,000 | – | 15,850 | – | 0.21% | – |
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% |