ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444 | +29.1% | 1,759 | +35.6% | 0.33% | +28.8% |
| Q2 2023 | $344 | -7.0% | 1,297 | -10.6% | 0.26% | -15.2% |
| Q1 2023 | $370 | +36.0% | 1,450 | +29.0% | 0.30% | +26.8% |
| Q4 2022 | $272 | -99.9% | 1,124 | +3.6% | 0.24% | +4.4% |
| Q3 2022 | $237,000 | -11.6% | 1,085 | -8.2% | 0.23% | -6.9% |
| Q2 2022 | $268,000 | -15.7% | 1,182 | +0.3% | 0.25% | -2.4% |
| Q1 2022 | $318,000 | – | 1,179 | – | 0.25% | – |
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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% |