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 | $2,874,008 | -4.7% | 11,526 | -0.1% | 2.86% | +3.8% |
| Q2 2023 | $3,016,695 | +8.4% | 11,537 | +3.8% | 2.75% | -1.2% |
| Q1 2023 | $2,781,779 | +3.2% | 11,120 | -0.2% | 2.79% | -32.1% |
| Q4 2022 | $2,695,380 | +34.8% | 11,143 | +22.2% | 4.11% | +91.5% |
| Q3 2022 | $1,999,000 | -8.6% | 9,115 | -5.7% | 2.14% | -9.2% |
| Q2 2022 | $2,187,000 | -16.0% | 9,669 | -0.3% | 2.36% | -2.1% |
| Q1 2022 | $2,603,000 | -6.9% | 9,700 | -1.8% | 2.41% | -1.9% |
| Q4 2021 | $2,796,000 | – | 9,877 | – | 2.46% | – |
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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% |