ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,701,221 | +3.9% | 51,610 | +10.4% | 9.48% | +3.8% |
| Q2 2023 | $12,223,406 | +6.9% | 46,747 | +2.3% | 9.13% | +0.5% |
| Q1 2023 | $11,431,562 | +6.9% | 45,697 | +3.3% | 9.08% | -1.0% |
| Q4 2022 | $10,695,650 | +12.1% | 44,217 | +1.6% | 9.17% | +2.3% |
| Q3 2022 | $9,539,000 | -1.4% | 43,506 | +1.8% | 8.97% | +1.6% |
| Q2 2022 | $9,673,000 | -9.8% | 42,756 | +7.0% | 8.83% | -0.2% |
| Q1 2022 | $10,719,000 | -1.5% | 39,945 | +3.9% | 8.85% | +2.3% |
| Q4 2021 | $10,885,000 | – | 38,452 | – | 8.65% | – |
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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% |