ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,892 | -4.1% | 1,704 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $443,142 | -12.7% | 1,704 | -16.0% | 0.02% | -23.1% |
| Q1 2023 | $507,324 | +0.2% | 2,028 | -3.2% | 0.03% | -13.3% |
| Q4 2022 | $506,518 | +6.9% | 2,094 | -3.1% | 0.03% | +11.1% |
| Q3 2022 | $474,000 | -0.8% | 2,162 | +2.3% | 0.03% | 0.0% |
| Q2 2022 | $478,000 | -15.7% | 2,114 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $567,000 | -6.6% | 2,114 | -1.4% | 0.02% | +4.2% |
| Q4 2021 | $607,000 | – | 2,144 | – | 0.02% | – |
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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% |