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 | $1,531,341 | -49.4% | 6,368 | -43.8% | 0.17% | -49.4% |
| Q2 2023 | $3,029,145 | +68.2% | 11,325 | +57.3% | 0.33% | +74.0% |
| Q1 2023 | $1,800,975 | +0.0% | 7,199 | -3.3% | 0.19% | -9.4% |
| Q4 2022 | $1,800,345 | -4.4% | 7,443 | -4.1% | 0.21% | -7.4% |
| Q3 2022 | $1,883,000 | -3.3% | 7,763 | 0.0% | 0.23% | -1.7% |
| Q2 2022 | $1,948,000 | -7.8% | 7,763 | -1.4% | 0.23% | -5.3% |
| Q1 2022 | $2,112,000 | -14.2% | 7,870 | -17.4% | 0.25% | -21.7% |
| Q4 2021 | $2,462,000 | – | 9,529 | – | 0.31% | – |
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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% |