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 | $6,935,172 | +32.0% | 27,813 | +38.4% | 2.81% | +30.3% |
| Q2 2023 | $5,253,918 | +2.3% | 20,093 | -2.1% | 2.15% | -18.6% |
| Q1 2023 | $5,135,285 | +3.4% | 20,528 | 0.0% | 2.65% | -2.9% |
| Q4 2022 | $4,965,518 | +10.3% | 20,528 | 0.0% | 2.72% | -3.6% |
| Q3 2022 | $4,501,000 | -5.0% | 20,528 | -2.0% | 2.83% | -13.4% |
| Q2 2022 | $4,740,000 | -14.8% | 20,954 | +1.1% | 3.26% | +8.9% |
| Q1 2022 | $5,563,000 | -5.2% | 20,732 | 0.0% | 3.00% | +11.3% |
| Q4 2021 | $5,869,000 | -12.5% | 20,732 | -18.7% | 2.69% | -29.2% |
| Q3 2021 | $6,711,000 | -3.6% | 25,511 | -1.5% | 3.80% | -4.9% |
| Q2 2021 | $6,960,000 | -8.9% | 25,898 | -11.8% | 4.00% | -24.6% |
| Q1 2021 | $7,641,000 | -2.9% | 29,358 | -14.3% | 5.30% | -10.4% |
| Q4 2020 | $7,869,000 | – | 34,240 | – | 5.92% | – |
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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% |