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 | $21,334 | -4.6% | 86 | 0.0% | 0.15% | +62.6% |
| Q2 2023 | $22,372 | +4.8% | 86 | +1.2% | 0.09% | +405.6% |
| Q1 2023 | $21,347 | +6.3% | 85 | +2.4% | 0.02% | 0.0% |
| Q4 2022 | $20,086 | +151.1% | 83 | +137.1% | 0.02% | +157.1% |
| Q3 2022 | $8,000 | +14.3% | 35 | +52.2% | 0.01% | – |
| Q4 2021 | $7,000 | +16.7% | 23 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $6,000 | -95.9% | 23 | -95.8% | 0.01% | -95.1% |
| Q2 2021 | $146,000 | +3.5% | 542 | 0.0% | 0.12% | -14.1% |
| Q1 2021 | $141,000 | +12.8% | 542 | 0.0% | 0.14% | +42.0% |
| Q4 2020 | $125,000 | +25.0% | 542 | 0.0% | 0.10% | -15.3% |
| Q3 2020 | $100,000 | +14.9% | 542 | +10.6% | 0.12% | +7.3% |
| Q2 2020 | $87,000 | +24.3% | 490 | 0.0% | 0.11% | +34.1% |
| Q1 2020 | $70,000 | -76.7% | 490 | -66.4% | 0.08% | -79.5% |
| Q4 2019 | $300,000 | – | 1,460 | – | 0.40% | – |
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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% |