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 | $7,493,259 | -4.0% | 30,051 | +0.7% | 4.29% | +1.9% |
| Q2 2023 | $7,806,791 | +5.8% | 29,856 | +1.2% | 4.22% | -3.9% |
| Q1 2023 | $7,381,894 | -21.9% | 29,509 | -24.5% | 4.39% | -24.9% |
| Q4 2022 | $9,449,122 | +12.4% | 39,064 | +1.9% | 5.84% | -4.9% |
| Q3 2022 | $8,405,000 | -4.3% | 38,336 | -1.2% | 6.14% | -8.4% |
| Q2 2022 | $8,781,000 | -15.0% | 38,815 | +0.8% | 6.70% | -3.7% |
| Q1 2022 | $10,328,000 | -2.7% | 38,488 | +2.6% | 6.96% | -3.2% |
| Q4 2021 | $10,614,000 | – | 37,496 | – | 7.19% | – |
Download | ||||||
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% |