ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767,530 | -4.6% | 3,078 | 0.0% | 0.59% | 0.0% |
| Q2 2023 | $804,867 | +4.3% | 3,078 | -0.2% | 0.59% | -4.3% |
| Q1 2023 | $771,524 | +3.4% | 3,084 | 0.0% | 0.62% | -1.9% |
| Q4 2022 | $746,018 | +10.4% | 3,084 | 0.0% | 0.63% | -8.9% |
| Q3 2022 | $676,000 | -3.2% | 3,084 | 0.0% | 0.70% | +2.2% |
| Q2 2022 | $698,000 | -15.7% | 3,084 | 0.0% | 0.68% | -3.5% |
| Q1 2022 | $828,000 | -43.9% | 3,084 | -40.8% | 0.70% | -31.2% |
| Q4 2021 | $1,476,000 | +7.7% | 5,213 | +0.1% | 1.02% | +6.5% |
| Q3 2021 | $1,370,000 | -1.9% | 5,206 | +0.2% | 0.96% | -2.6% |
| Q2 2021 | $1,397,000 | +3.3% | 5,198 | +0.1% | 0.99% | -4.4% |
| Q1 2021 | $1,352,000 | +8.2% | 5,193 | -4.5% | 1.03% | -7.1% |
| Q4 2020 | $1,250,000 | +24.1% | 5,438 | +0.1% | 1.11% | +9.1% |
| Q3 2020 | $1,007,000 | +4.5% | 5,432 | +0.2% | 1.02% | -3.3% |
| Q2 2020 | $964,000 | -77.3% | 5,423 | -81.6% | 1.06% | -79.7% |
| Q1 2020 | $4,249,000 | -11.6% | 29,534 | +26.4% | 5.19% | +4.0% |
| Q4 2019 | $4,809,000 | – | 23,363 | – | 4.99% | – |
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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% |