ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,279,062 | +313.3% | 37,213 | +333.4% | 3.70% | +293.6% |
| Q2 2023 | $2,245,067 | +15.1% | 8,586 | +10.1% | 0.94% | +17.6% |
| Q1 2023 | $1,951,245 | +10.2% | 7,800 | +6.6% | 0.80% | +13.0% |
| Q4 2022 | $1,770,210 | +12.1% | 7,318 | +1.6% | 0.71% | -18.8% |
| Q3 2022 | $1,579,414 | +26.4% | 7,203 | +30.4% | 0.87% | +25.3% |
| Q2 2022 | $1,249,973 | -18.1% | 5,525 | -2.9% | 0.70% | +3.1% |
| Q1 2022 | $1,527,009 | +8.4% | 5,691 | +14.4% | 0.68% | +26.4% |
| Q4 2021 | $1,408,606 | – | 4,976 | – | 0.53% | – |
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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% |