ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,381 | -4.6% | 551 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $144,065 | +10.0% | 551 | +5.4% | 0.03% | -16.2% |
| Q1 2023 | $130,952 | -1.1% | 523 | -4.6% | 0.04% | -7.5% |
| Q4 2022 | $132,442 | +0.3% | 548 | -5.7% | 0.04% | +11.1% |
| Q2 2022 | $132,000 | -14.3% | 581 | +1.4% | 0.04% | -10.0% |
| Q1 2022 | $154,000 | +0.7% | 573 | +6.1% | 0.04% | +8.1% |
| Q4 2021 | $153,000 | +104.0% | 540 | +66.2% | 0.04% | -36.2% |
| Q4 2020 | $75,000 | – | 325 | – | 0.06% | – |
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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% |