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 | $13,259,685 | -5.0% | 53,177 | -0.4% | 7.29% | -3.8% |
| Q2 2023 | $13,958,325 | +3.1% | 53,382 | -1.3% | 7.59% | -3.6% |
| Q1 2023 | $13,533,406 | +102301.7% | 54,099 | -1.0% | 7.87% | -0.1% |
| Q4 2022 | $13,216 | -99.9% | 54,636 | +1.2% | 7.88% | +2.0% |
| Q3 2022 | $11,832,000 | -3.1% | 53,962 | -0.0% | 7.72% | +5.3% |
| Q2 2022 | $12,209,000 | -17.0% | 53,965 | -1.6% | 7.34% | -2.9% |
| Q1 2022 | $14,711,000 | -4.6% | 54,822 | +0.7% | 7.55% | +3.6% |
| Q4 2021 | $15,415,000 | – | 54,454 | – | 7.29% | – |
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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% |