ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,548 | +27.4% | 1,261 | +33.6% | 0.21% | +31.3% |
| Q2 2023 | $246,961 | +7.6% | 944 | +2.9% | 0.16% | +6.5% |
| Q1 2023 | $229,428 | -47.1% | 917 | -48.9% | 0.15% | -33.2% |
| Q4 2022 | $433,627 | +6.0% | 1,793 | -3.8% | 0.23% | -16.1% |
| Q3 2022 | $409,000 | -1.7% | 1,864 | +1.4% | 0.27% | +2.2% |
| Q2 2022 | $416,000 | +12.4% | 1,838 | +33.0% | 0.27% | +16.1% |
| Q1 2022 | $370,000 | +14.2% | 1,382 | +20.8% | 0.23% | -10.9% |
| Q4 2021 | $324,000 | – | 1,144 | – | 0.26% | – |
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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% |