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 | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
| Q2 2023 | $538,859 | +4.3% | 2,061 | -0.2% | 0.12% | -0.8% |
| Q1 2023 | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
| Q4 2022 | $499,432 | +7.4% | 2,075 | -2.1% | 0.18% | -4.4% |
| Q3 2022 | $465,000 | -12.3% | 2,120 | -0.5% | 0.18% | +1.7% |
| Q2 2022 | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
| Q1 2022 | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
| Q4 2021 | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
| Q3 2021 | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
| Q2 2021 | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
| Q1 2021 | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
| Q4 2020 | $520,000 | – | 2,261 | – | 0.20% | – |
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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% |