ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,115 | -4.0% | 2,130 | +0.7% | 0.03% | -3.3% |
| Q2 2023 | $553,292 | +104492.1% | 2,116 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $529 | -100.0% | 2,116 | -70.9% | 0.03% | -70.6% |
| Q4 2019 | $1,499,000 | +6.5% | 7,281 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $1,407,000 | -4.5% | 7,281 | -4.0% | 0.11% | -3.6% |
| Q2 2019 | $1,473,000 | +3.2% | 7,581 | +0.6% | 0.11% | +3.8% |
| Q1 2019 | $1,427,000 | +10.5% | 7,535 | -3.1% | 0.11% | +1.0% |
| Q4 2018 | $1,291,000 | +92.1% | 7,774 | +132.8% | 0.10% | +123.4% |
| Q3 2018 | $672,000 | +3.2% | 3,340 | 0.0% | 0.05% | -6.0% |
| Q2 2018 | $651,000 | +4.0% | 3,340 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $626,000 | -1.3% | 3,340 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $634,000 | +6.0% | 3,340 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $598,000 | +2.9% | 3,340 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $581,000 | +1.6% | 3,340 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $572,000 | +3.6% | 3,340 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $552,000 | +6.8% | 3,340 | 0.0% | 0.05% | +1.9% |
| Q3 2016 | $517,000 | +152.2% | 3,340 | +143.8% | 0.05% | +147.6% |
| Q2 2016 | $205,000 | -52.2% | 1,370 | -54.3% | 0.02% | -58.8% |
| Q2 2014 | $429,000 | +4.1% | 3,000 | 0.0% | 0.05% | -1.9% |
| Q1 2014 | $412,000 | +2.7% | 3,000 | 0.0% | 0.05% | -5.5% |
| Q4 2013 | $401,000 | +7.8% | 3,000 | 0.0% | 0.06% | -3.5% |
| Q3 2013 | $372,000 | +7.5% | 3,000 | 0.0% | 0.06% | +1.8% |
| Q2 2013 | $346,000 | – | 3,000 | – | 0.06% | – |
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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% |