ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,108,446 | 0.0% | 11,888 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $3,108,446 | +6.2% | 11,888 | +1.6% | 0.06% | -7.1% |
| Q1 2023 | $2,926,845 | +2.7% | 11,700 | -0.7% | 0.07% | -1.4% |
| Q4 2022 | $2,850,164 | +11.5% | 11,783 | +1.0% | 0.07% | 0.0% |
| Q3 2022 | $2,557,000 | -7.8% | 11,662 | -4.9% | 0.07% | -1.4% |
| Q2 2022 | $2,774,000 | -16.4% | 12,262 | -0.8% | 0.07% | +1.4% |
| Q1 2022 | $3,317,000 | +106.4% | 12,363 | +117.8% | 0.07% | +115.2% |
| Q4 2021 | $1,607,000 | +1.2% | 5,677 | -6.0% | 0.03% | -10.8% |
| Q3 2021 | $1,588,000 | -2.1% | 6,037 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $1,622,000 | +40.3% | 6,037 | +36.0% | 0.04% | +31.0% |
| Q1 2021 | $1,156,000 | +12.8% | 4,440 | -0.5% | 0.03% | +7.4% |
| Q4 2020 | $1,025,000 | +23.9% | 4,462 | 0.0% | 0.03% | +12.5% |
| Q3 2020 | $827,000 | +30.0% | 4,462 | +0.9% | 0.02% | -4.0% |
| Q1 2020 | $636,000 | -33.8% | 4,422 | -5.2% | 0.02% | -16.7% |
| Q4 2019 | $961,000 | +6.5% | 4,667 | +0.0% | 0.03% | 0.0% |
| Q3 2019 | $902,000 | +0.3% | 4,665 | +0.8% | 0.03% | 0.0% |
| Q2 2019 | $899,000 | -14.5% | 4,626 | -16.6% | 0.03% | -18.9% |
| Q1 2019 | $1,051,000 | +36.8% | 5,550 | +20.0% | 0.04% | +19.4% |
| Q4 2018 | $768,000 | -21.6% | 4,624 | -5.0% | 0.03% | -6.1% |
| Q3 2018 | $980,000 | +3.4% | 4,869 | +0.0% | 0.03% | -2.9% |
| Q2 2018 | $948,000 | -1.8% | 4,867 | -5.3% | 0.03% | -8.1% |
| Q1 2018 | $965,000 | -7.5% | 5,142 | -6.4% | 0.04% | -2.6% |
| Q4 2017 | $1,043,000 | +8.1% | 5,493 | +1.8% | 0.04% | +2.7% |
| Q3 2017 | $965,000 | +19.1% | 5,397 | +15.8% | 0.04% | +15.6% |
| Q2 2017 | $810,000 | +25.4% | 4,659 | +23.5% | 0.03% | +23.1% |
| Q1 2017 | $646,000 | +11.8% | 3,773 | +8.0% | 0.03% | +4.0% |
| Q4 2016 | $578,000 | – | 3,494 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |