ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,411,000 | +1.1% | 6,435 | +4.3% | 1.19% | +7.7% |
| Q2 2022 | $1,396,000 | -17.6% | 6,169 | -2.3% | 1.10% | +0.5% |
| Q1 2022 | $1,694,000 | -1.2% | 6,314 | +4.2% | 1.10% | +5.9% |
| Q4 2021 | $1,715,000 | +12.0% | 6,059 | +4.1% | 1.04% | +6.4% |
| Q3 2021 | $1,531,000 | +5.2% | 5,818 | +7.5% | 0.98% | +6.1% |
| Q2 2021 | $1,455,000 | – | 5,413 | – | 0.92% | – |
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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% |