ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,080 | -4.6% | 1,416 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $370,256 | +4.5% | 1,416 | 0.0% | 0.09% | +7.5% |
| Q1 2023 | $354,227 | +101397.7% | 1,416 | -1.9% | 0.08% | +5.3% |
| Q4 2022 | $349 | -99.9% | 1,443 | -21.7% | 0.08% | -17.4% |
| Q3 2022 | $404,000 | -12.6% | 1,842 | -9.8% | 0.09% | +1.1% |
| Q2 2022 | $462,000 | -24.9% | 2,042 | -10.9% | 0.09% | +8.3% |
| Q1 2022 | $615,000 | +168.6% | 2,292 | +183.0% | 0.08% | +171.0% |
| Q4 2021 | $229,000 | +10.1% | 810 | +4.5% | 0.03% | -3.1% |
| Q2 2021 | $208,000 | +3.0% | 775 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $202,000 | – | 775 | – | 0.03% | – |
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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% |