ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,407 | -4.6% | 527 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $137,800 | -14.1% | 527 | -17.8% | 0.07% | -18.3% |
| Q1 2023 | $160,353 | -2.4% | 641 | -5.6% | 0.08% | -3.5% |
| Q4 2022 | $164,243 | +5.3% | 679 | -4.4% | 0.08% | -4.5% |
| Q3 2022 | $156,000 | -17.5% | 710 | -13.8% | 0.09% | -12.7% |
| Q2 2022 | $189,000 | -4.1% | 824 | +12.1% | 0.10% | +7.4% |
| Q1 2022 | $197,000 | +0.5% | 735 | +6.4% | 0.10% | +2.2% |
| Q4 2021 | $196,000 | +4.3% | 691 | -3.2% | 0.09% | -8.8% |
| Q3 2021 | $188,000 | +1.1% | 714 | +3.3% | 0.10% | +5.2% |
| Q2 2021 | $186,000 | -5.6% | 691 | -8.8% | 0.10% | -12.6% |
| Q1 2021 | $197,000 | +3.1% | 758 | -8.9% | 0.11% | -5.9% |
| Q4 2020 | $191,000 | – | 832 | – | 0.12% | – |
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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% |