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 | $2,573,790 | -5.0% | 10,322 | -0.3% | 0.86% | +4.9% |
Q2 2023 | $2,708,149 | +2.0% | 10,357 | -2.4% | 0.82% | -1.2% |
Q1 2023 | $2,655,949 | +0.9% | 10,617 | -2.5% | 0.83% | 0.0% |
Q4 2022 | $2,632,973 | +0.2% | 10,885 | -9.2% | 0.83% | -3.6% |
Q3 2022 | $2,629,000 | -5.0% | 11,990 | -1.9% | 0.86% | -4.7% |
Q2 2022 | $2,766,000 | -18.6% | 12,226 | -3.4% | 0.90% | -5.7% |
Q1 2022 | $3,397,000 | -3.1% | 12,661 | +2.2% | 0.96% | +7.2% |
Q4 2021 | $3,506,000 | +7.2% | 12,385 | -0.4% | 0.89% | -2.3% |
Q3 2021 | $3,272,000 | -1.9% | 12,437 | +0.2% | 0.91% | -0.2% |
Q2 2021 | $3,337,000 | +0.4% | 12,418 | -2.8% | 0.92% | -2.2% |
Q1 2021 | $3,325,000 | +13.1% | 12,773 | -0.1% | 0.94% | +9.8% |
Q4 2020 | $2,940,000 | +1.5% | 12,789 | -18.2% | 0.85% | -7.0% |
Q3 2020 | $2,896,000 | +4.0% | 15,625 | -0.2% | 0.92% | -0.2% |
Q2 2020 | $2,785,000 | +42.5% | 15,662 | +15.2% | 0.92% | +18.4% |
Q1 2020 | $1,955,000 | -25.8% | 13,592 | -0.3% | 0.78% | -8.2% |
Q3 2019 | $2,634,000 | -0.4% | 13,633 | +0.2% | 0.84% | +1.0% |
Q2 2019 | $2,644,000 | +4.0% | 13,612 | +1.4% | 0.84% | +0.5% |
Q1 2019 | $2,543,000 | +11.7% | 13,429 | -2.0% | 0.83% | -0.7% |
Q4 2018 | $2,276,000 | -18.7% | 13,706 | -1.4% | 0.84% | -1.8% |
Q3 2018 | $2,799,000 | – | 13,903 | – | 0.85% | – |
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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% |