ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,888 | -5.1% | 2,482 | -0.4% | 0.14% | -9.0% |
| Q2 2023 | $651,871 | +9.8% | 2,493 | +5.1% | 0.16% | +7.6% |
| Q1 2023 | $593,463 | +4.2% | 2,372 | +0.7% | 0.14% | -3.3% |
| Q4 2022 | $569,636 | +8.1% | 2,355 | -2.0% | 0.15% | -12.3% |
| Q3 2022 | $527,000 | -2.0% | 2,404 | +1.1% | 0.17% | -6.6% |
| Q2 2022 | $538,000 | -15.4% | 2,378 | +0.3% | 0.18% | -2.7% |
| Q1 2022 | $636,000 | -5.2% | 2,371 | 0.0% | 0.19% | -6.5% |
| Q4 2021 | $671,000 | +7.5% | 2,371 | 0.0% | 0.20% | -14.1% |
| Q3 2021 | $624,000 | -2.0% | 2,371 | 0.0% | 0.23% | -6.4% |
| Q2 2021 | $637,000 | +3.2% | 2,371 | 0.0% | 0.25% | -9.7% |
| Q1 2021 | $617,000 | – | 2,371 | – | 0.28% | – |
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% |