ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,093 | -8.8% | 1,437 | +1.8% | 0.16% | -6.2% |
| Q2 2023 | $383,696 | +11.4% | 1,411 | +0.1% | 0.18% | +2.9% |
| Q1 2023 | $344,318 | -6.1% | 1,410 | -1.3% | 0.17% | -10.0% |
| Q4 2022 | $366,620 | +82.4% | 1,429 | +60.7% | 0.19% | +48.4% |
| Q3 2022 | $201,000 | -1.5% | 889 | +0.2% | 0.13% | +13.3% |
| Q2 2022 | $204,000 | -17.4% | 887 | -1.3% | 0.11% | +3.7% |
| Q4 2021 | $247,000 | 0.0% | 899 | 0.0% | 0.11% | -5.2% |
| Q3 2021 | $247,000 | +1.6% | 899 | -0.4% | 0.12% | -2.5% |
| Q2 2021 | $243,000 | 0.0% | 903 | +0.1% | 0.12% | -3.3% |
| Q1 2021 | $243,000 | -24.1% | 902 | -35.3% | 0.12% | -35.4% |
| Q4 2020 | $320,000 | +24.0% | 1,394 | +0.1% | 0.19% | +11.8% |
| Q3 2020 | $258,000 | +4.5% | 1,393 | +0.1% | 0.17% | -4.0% |
| Q2 2020 | $247,000 | -12.4% | 1,391 | +1.5% | 0.18% | -5.4% |
| Q4 2019 | $282,000 | – | 1,370 | – | 0.19% | – |
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% |