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 | $918,017 | +1498.5% | 3,682 | +1573.6% | 1.14% | +1860.3% |
| Q2 2023 | $57,431 | +4.5% | 220 | +0.5% | 0.06% | +3.6% |
| Q1 2023 | $54,940 | +3.4% | 219 | 0.0% | 0.06% | +36.6% |
| Q4 2022 | $53,116 | +10.7% | 219 | 0.0% | 0.04% | +7.9% |
| Q3 2022 | $48,000 | -4.0% | 219 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $50,000 | -40.5% | 219 | -29.6% | 0.04% | -32.7% |
| Q1 2022 | $84,000 | -4.5% | 311 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $88,000 | +7.3% | 311 | 0.0% | 0.05% | +3.8% |
| Q3 2021 | $82,000 | -2.4% | 311 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $84,000 | +3.7% | 311 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $81,000 | +12.5% | 311 | 0.0% | 0.05% | +10.4% |
| Q4 2020 | $72,000 | – | 311 | – | 0.05% | – |
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% |