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 | $3,859,439 | -0.9% | 15,478 | +3.9% | 2.94% | +253.2% |
| Q2 2023 | $3,893,960 | +7.1% | 14,892 | +2.4% | 0.83% | +20.6% |
| Q1 2023 | $3,637,076 | -2.2% | 14,539 | -5.5% | 0.69% | -8.6% |
| Q4 2022 | $3,719,825 | +1.6% | 15,378 | -8.0% | 0.76% | -2.8% |
| Q3 2022 | $3,663,000 | +9.6% | 16,708 | +13.1% | 0.78% | +9.3% |
| Q2 2022 | $3,341,000 | -16.6% | 14,771 | -1.0% | 0.71% | -2.3% |
| Q1 2022 | $4,004,000 | -6.1% | 14,924 | -0.9% | 0.73% | -13.9% |
| Q4 2021 | $4,264,000 | – | 15,065 | – | 0.85% | – |
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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% |