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 | $2,168,846 | +90.2% | 8,698 | +99.4% | 0.24% | -1.6% |
| Q2 2023 | $1,140,575 | +5.8% | 4,362 | +1.2% | 0.25% | +5.6% |
| Q1 2023 | $1,078,439 | +10.2% | 4,311 | +6.5% | 0.23% | +8.4% |
| Q4 2022 | $978,928 | +9.6% | 4,047 | -0.7% | 0.22% | -0.5% |
| Q3 2022 | $893,000 | +2.6% | 4,077 | +5.9% | 0.22% | +32.5% |
| Q2 2022 | $870,000 | -14.0% | 3,849 | +2.0% | 0.16% | -0.6% |
| Q1 2022 | $1,012,000 | -4.8% | 3,775 | +0.5% | 0.16% | +0.6% |
| Q4 2021 | $1,063,000 | +6.8% | 3,758 | -0.7% | 0.16% | -3.0% |
| Q3 2021 | $995,000 | -1.2% | 3,783 | +0.9% | 0.17% | +1.8% |
| Q2 2021 | $1,007,000 | +2.3% | 3,748 | -0.9% | 0.16% | -1.8% |
| Q1 2021 | $984,000 | +18.1% | 3,781 | +4.2% | 0.17% | +9.1% |
| Q4 2020 | $833,000 | +24.0% | 3,628 | -0.1% | 0.15% | +10.8% |
| Q3 2020 | $672,000 | +2.9% | 3,631 | -1.2% | 0.14% | -3.5% |
| Q2 2020 | $653,000 | +26.8% | 3,675 | +2.5% | 0.14% | +9.1% |
| Q1 2020 | $515,000 | -25.7% | 3,585 | +6.4% | 0.13% | -2.9% |
| Q4 2019 | $693,000 | +11.4% | 3,370 | +4.7% | 0.14% | +3.8% |
| Q3 2019 | $622,000 | -1.7% | 3,220 | -1.3% | 0.13% | -2.2% |
| Q2 2019 | $633,000 | +3.3% | 3,262 | +0.7% | 0.13% | +2.3% |
| Q1 2019 | $613,000 | +13.1% | 3,239 | -0.8% | 0.13% | -1.5% |
| Q4 2018 | $542,000 | -17.9% | 3,264 | -0.5% | 0.13% | -5.0% |
| Q3 2018 | $660,000 | +4.1% | 3,280 | +0.6% | 0.14% | +2.9% |
| Q2 2018 | $634,000 | +12.6% | 3,259 | +8.5% | 0.14% | +22.5% |
| Q1 2018 | $563,000 | -2.3% | 3,005 | -1.0% | 0.11% | 0.0% |
| Q4 2017 | $576,000 | +8.5% | 3,035 | +2.2% | 0.11% | +4.7% |
| Q3 2017 | $531,000 | – | 2,970 | – | 0.11% | – |
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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% |