ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,157,879 | -7.7% | 36,727 | -3.2% | 1.02% | -2.9% |
| Q2 2023 | $9,923,691 | +8.5% | 37,952 | +3.8% | 1.06% | -1.5% |
| Q1 2023 | $9,144,694 | -6.7% | 36,555 | -9.8% | 1.07% | -11.2% |
| Q4 2022 | $9,801,443 | +8.9% | 40,520 | -1.3% | 1.21% | -20.5% |
| Q3 2022 | $8,999,000 | -8.1% | 41,043 | -5.2% | 1.52% | -6.2% |
| Q2 2022 | $9,790,000 | -16.5% | 43,274 | -1.0% | 1.62% | -10.6% |
| Q1 2022 | $11,730,000 | +7.5% | 43,711 | +13.4% | 1.81% | +9.0% |
| Q4 2021 | $10,910,000 | +27175.0% | 38,540 | +25593.3% | 1.66% | +18355.6% |
| Q2 2021 | $40,000 | – | 150 | – | 0.01% | – |
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% |