ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,607 | -5.4% | 873 | -0.8% | 0.06% | -3.1% |
| Q2 2023 | $230,023 | +3.9% | 880 | -0.6% | 0.06% | -1.5% |
| Q1 2023 | $221,394 | +3.5% | 885 | +0.1% | 0.07% | -2.9% |
| Q4 2022 | $213,857 | +10.8% | 884 | +0.2% | 0.07% | +3.0% |
| Q3 2022 | $193,000 | -15.4% | 882 | -12.7% | 0.07% | -12.0% |
| Q2 2022 | $228,000 | -15.9% | 1,010 | +0.1% | 0.08% | -3.8% |
| Q1 2022 | $271,000 | +3.4% | 1,009 | +9.2% | 0.08% | +5.4% |
| Q4 2021 | $262,000 | +12.4% | 924 | +4.1% | 0.07% | +2.8% |
| Q3 2021 | $233,000 | +0.9% | 888 | 0.0% | 0.07% | -12.2% |
| Q1 2021 | $231,000 | -12.8% | 888 | -23.1% | 0.08% | -21.2% |
| Q4 2020 | $265,000 | – | 1,154 | – | 0.10% | – |
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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% |