ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,125,000 | -5.2% | 28,573 | -0.6% | 3.12% | -1.6% |
| Q2 2023 | $7,518,000 | -2.1% | 28,750 | -6.3% | 3.17% | +0.7% |
| Q1 2023 | $7,678,000 | +4.5% | 30,693 | +1.0% | 3.15% | +2.3% |
| Q4 2022 | $7,348,119 | +12.4% | 30,378 | +1.9% | 3.08% | +23.0% |
| Q3 2022 | $6,537,000 | -0.2% | 29,816 | +3.0% | 2.50% | -18.8% |
| Q2 2022 | $6,547,000 | -17.0% | 28,941 | -1.5% | 3.08% | -8.2% |
| Q1 2022 | $7,888,000 | -3.0% | 29,395 | +2.4% | 3.36% | +1.1% |
| Q4 2021 | $8,130,000 | +7.7% | 28,720 | +0.1% | 3.32% | +0.4% |
| Q3 2021 | $7,551,000 | +1.7% | 28,703 | +3.9% | 3.31% | +0.4% |
| Q2 2021 | $7,422,000 | -14.7% | 27,620 | -17.4% | 3.30% | -16.5% |
| Q1 2021 | $8,704,000 | -15.8% | 33,441 | -25.6% | 3.95% | -15.0% |
| Q4 2020 | $10,333,000 | +9.0% | 44,960 | -12.1% | 4.64% | -0.2% |
| Q3 2020 | $9,476,000 | +0.1% | 51,136 | -4.0% | 4.66% | -6.2% |
| Q2 2020 | $9,471,000 | +45.3% | 53,262 | +17.5% | 4.96% | +16.9% |
| Q1 2020 | $6,519,000 | -40.4% | 45,316 | -14.8% | 4.24% | -24.7% |
| Q4 2019 | $10,941,000 | – | 53,157 | – | 5.64% | – |
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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% |