ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,813,850 | +5.4% | 83,472 | +10.5% | 3.70% | +3.6% |
| Q2 2023 | $19,754,533 | +8.4% | 75,549 | +3.7% | 3.58% | +2.2% |
| Q1 2023 | $18,219,925 | +8.5% | 72,833 | +4.9% | 3.50% | +1.1% |
| Q4 2022 | $16,789,583 | +31.9% | 69,410 | +19.6% | 3.46% | +16.0% |
| Q3 2022 | $12,728,000 | +18.6% | 58,050 | +22.3% | 2.98% | +19.0% |
| Q2 2022 | $10,735,000 | +22.8% | 47,453 | +45.7% | 2.50% | +35.2% |
| Q1 2022 | $8,741,000 | +92.4% | 32,574 | +103.0% | 1.85% | +94.2% |
| Q4 2021 | $4,542,000 | +761.9% | 16,046 | +700.7% | 0.95% | +639.5% |
| Q3 2021 | $527,000 | +151.0% | 2,004 | +156.3% | 0.13% | +138.9% |
| Q2 2021 | $210,000 | – | 782 | – | 0.05% | – |
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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% |