ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,613,745 | -0.0% | 11,174 | +14.7% | 0.16% | +34.7% |
| Q2 2023 | $2,614,644 | +718.2% | 9,739 | +659.1% | 0.12% | +293.3% |
| Q1 2023 | $319,542 | -2.3% | 1,283 | 0.0% | 0.03% | -9.1% |
| Q4 2022 | $326,917 | +7.9% | 1,283 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $303,000 | -1.6% | 1,283 | -0.5% | 0.03% | -19.0% |
| Q2 2022 | $308,000 | -8.6% | 1,289 | +0.3% | 0.04% | -2.3% |
| Q1 2022 | $337,000 | -2.0% | 1,285 | -3.5% | 0.04% | +2.4% |
| Q4 2021 | $344,000 | -18.5% | 1,331 | -9.1% | 0.04% | -8.7% |
| Q3 2021 | $422,000 | +20.6% | 1,465 | +11.8% | 0.05% | -6.1% |
| Q2 2021 | $350,000 | +22.0% | 1,310 | +24.5% | 0.05% | -23.4% |
| Q1 2021 | $287,000 | – | 1,052 | – | 0.06% | – |
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% |