ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,406 | -3.9% | 1,670 | +0.8% | 0.23% | -1.7% |
| Q2 2023 | $433,264 | +4.5% | 1,657 | 0.0% | 0.24% | +20.5% |
| Q1 2023 | $414,507 | -1.2% | 1,657 | -4.4% | 0.20% | -24.4% |
| Q4 2022 | $419,429 | +11.0% | 1,734 | +0.6% | 0.26% | +18.3% |
| Q3 2022 | $378,000 | -3.1% | 1,724 | 0.0% | 0.22% | +6.3% |
| Q2 2022 | $390,000 | -16.7% | 1,724 | -1.0% | 0.20% | -8.9% |
| Q1 2022 | $468,000 | -2.1% | 1,742 | +3.1% | 0.22% | -21.9% |
| Q4 2021 | $478,000 | – | 1,689 | – | 0.29% | – |
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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% |