ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,572,692 | -47.6% | 70,474 | -45.0% | 0.06% | -41.5% |
| Q2 2023 | $33,530,365 | +9.9% | 128,233 | +5.2% | 0.09% | +3.3% |
| Q1 2023 | $30,497,756 | -0.8% | 121,913 | -4.1% | 0.09% | -8.1% |
| Q4 2022 | $30,751,476 | +50.7% | 127,130 | +36.6% | 0.10% | +52.3% |
| Q3 2022 | $20,404,000 | +3.9% | 93,060 | +7.2% | 0.06% | +27.5% |
| Q2 2022 | $19,644,000 | +148.2% | 86,830 | +194.3% | 0.05% | +218.8% |
| Q1 2022 | $7,916,000 | -98.4% | 29,500 | -99.0% | 0.02% | -99.3% |
| Q4 2016 | $502,369,000 | +7.0% | 3,038,400 | +0.2% | 2.16% | +17.2% |
| Q3 2016 | $469,328,000 | +3.6% | 3,033,600 | 0.0% | 1.85% | +1.0% |
| Q2 2016 | $453,190,000 | +2.4% | 3,033,600 | -1.1% | 1.83% | +5.7% |
| Q1 2016 | $442,389,000 | +3.5% | 3,068,100 | 0.0% | 1.73% | +5.1% |
| Q4 2015 | $427,632,000 | +2.0% | 3,068,100 | 0.0% | 1.64% | +1.7% |
| Q3 2015 | $419,133,000 | – | 3,068,100 | – | 1.62% | – |
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% |