ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $284,468 | -2.8% | 1,111 | -5.4% | 0.28% | -7.0% |
| Q3 2023 | $292,735 | -4.6% | 1,174 | 0.0% | 0.30% | +4.2% |
| Q2 2023 | $306,964 | +5.7% | 1,174 | +4.8% | 0.29% | -12.5% |
| Q1 2023 | $290,447 | +101101.0% | 1,120 | 0.0% | 0.33% | +8.9% |
| Q4 2022 | $287 | -99.9% | 1,120 | 0.0% | 0.30% | +3.8% |
| Q3 2022 | $246,000 | -34.9% | 1,120 | -32.9% | 0.29% | -31.4% |
| Q2 2022 | $378,000 | -22.9% | 1,670 | -8.5% | 0.42% | -16.2% |
| Q1 2022 | $490,000 | -28.6% | 1,825 | -24.7% | 0.51% | -25.8% |
| Q4 2021 | $686,000 | +7.5% | 2,425 | 0.0% | 0.68% | -1.2% |
| Q3 2021 | $638,000 | -2.1% | 2,425 | 0.0% | 0.69% | -5.9% |
| Q2 2021 | $652,000 | +3.3% | 2,425 | 0.0% | 0.73% | -5.9% |
| Q1 2021 | $631,000 | – | 2,425 | – | 0.78% | – |
Download | ||||||
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% |