ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,200 | -11.7% | 462 | -7.4% | 0.06% | -9.9% |
| Q2 2023 | $130,479 | -4.8% | 499 | -8.9% | 0.07% | -16.5% |
| Q1 2023 | $137,088 | +102973.7% | 548 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $133 | -99.9% | 548 | -2.7% | 0.08% | -2.3% |
| Q3 2022 | $123,000 | -6.1% | 563 | -3.1% | 0.09% | +7.5% |
| Q2 2022 | $131,000 | -18.6% | 581 | -3.2% | 0.08% | -16.7% |
| Q1 2022 | $161,000 | -1.2% | 600 | +4.3% | 0.10% | +2.1% |
| Q4 2021 | $163,000 | +7.9% | 575 | 0.0% | 0.09% | -3.1% |
| Q3 2021 | $151,000 | -1.3% | 575 | +1.1% | 0.10% | -2.0% |
| Q2 2021 | $153,000 | 0.0% | 569 | -3.1% | 0.10% | -6.6% |
| Q1 2021 | $153,000 | +13.3% | 587 | 0.0% | 0.11% | +2.9% |
| Q4 2020 | $135,000 | +87.5% | 587 | +51.3% | 0.10% | +53.7% |
| Q3 2020 | $72,000 | +4.3% | 388 | 0.0% | 0.07% | -2.9% |
| Q2 2020 | $69,000 | +6.2% | 388 | -13.8% | 0.07% | -6.8% |
| Q1 2020 | $65,000 | -24.4% | 450 | +7.1% | 0.07% | +1.4% |
| Q4 2019 | $86,000 | – | 420 | – | 0.07% | – |
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% |