ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,965,164 | -4.0% | 15,902 | +0.7% | 0.12% | +11.3% |
| Q2 2023 | $4,129,292 | +4.5% | 15,792 | 0.0% | 0.11% | +1.0% |
| Q1 2023 | $3,950,527 | +2.1% | 15,792 | -1.3% | 0.10% | -2.8% |
| Q4 2022 | $3,868,305 | +10.3% | 15,992 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $3,506,000 | +0.2% | 15,992 | +3.4% | 0.10% | +25.0% |
| Q2 2022 | $3,499,000 | -16.2% | 15,465 | -0.6% | 0.08% | +2.4% |
| Q1 2022 | $4,177,000 | +0.5% | 15,565 | +6.0% | 0.08% | +6.5% |
| Q4 2021 | $4,156,000 | -0.6% | 14,680 | -7.7% | 0.08% | -10.5% |
| Q3 2021 | $4,183,000 | -2.1% | 15,900 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $4,273,000 | +13.5% | 15,900 | +9.9% | 0.09% | +6.1% |
| Q1 2021 | $3,766,000 | -15.4% | 14,470 | -25.3% | 0.08% | -18.8% |
| Q4 2020 | $4,451,000 | +20.6% | 19,365 | -2.8% | 0.10% | +12.2% |
| Q3 2020 | $3,692,000 | -4.4% | 19,925 | -8.3% | 0.09% | -9.1% |
| Q2 2020 | $3,863,000 | +23.6% | 21,725 | 0.0% | 0.10% | +12.5% |
| Q1 2020 | $3,125,000 | -16.4% | 21,725 | +19.6% | 0.09% | +6.0% |
| Q4 2019 | $3,738,000 | +6.5% | 18,160 | 0.0% | 0.08% | +3.8% |
| Q3 2019 | $3,509,000 | -0.5% | 18,160 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $3,528,000 | +2.6% | 18,160 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $3,440,000 | +14.1% | 18,160 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $3,016,000 | – | 18,160 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |