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 | $41,092 | +0.5% | 164,795 | +5.4% | 1.53% | +2.9% |
| Q2 2023 | $40,899 | +7.2% | 156,413 | +2.5% | 1.49% | +1.4% |
| Q1 2023 | $38,165 | +8.8% | 152,562 | +5.2% | 1.47% | +2.0% |
| Q4 2022 | $35,075 | -99.9% | 145,004 | +31.3% | 1.44% | +21.2% |
| Q3 2022 | $24,218,000 | -2.9% | 110,453 | +0.2% | 1.19% | +4.9% |
| Q2 2022 | $24,943,000 | -16.5% | 110,257 | -0.9% | 1.13% | -11.6% |
| Q1 2022 | $29,858,000 | -1.7% | 111,268 | +3.7% | 1.28% | -3.0% |
| Q4 2021 | $30,382,000 | +8.4% | 107,326 | +0.7% | 1.32% | -1.0% |
| Q3 2021 | $28,036,000 | -1.1% | 106,574 | +1.1% | 1.33% | -2.1% |
| Q2 2021 | $28,341,000 | +2.7% | 105,464 | -0.6% | 1.36% | -7.3% |
| Q1 2021 | $27,602,000 | +32.6% | 106,049 | +17.1% | 1.47% | +16.0% |
| Q4 2020 | $20,821,000 | +121.8% | 90,595 | +78.9% | 1.27% | +76.8% |
| Q3 2020 | $9,387,000 | +4.8% | 50,654 | +0.5% | 0.72% | -2.5% |
| Q2 2020 | $8,959,000 | +16.3% | 50,381 | -6.0% | 0.73% | +1.2% |
| Q1 2020 | $7,706,000 | -44.3% | 53,569 | -20.3% | 0.72% | -31.7% |
| Q4 2019 | $13,831,000 | +4.4% | 67,201 | -2.0% | 1.06% | -5.9% |
| Q3 2019 | $13,251,000 | +4.0% | 68,576 | +4.6% | 1.13% | -2.5% |
| Q2 2019 | $12,742,000 | +9.3% | 65,590 | +6.6% | 1.16% | +5.2% |
| Q1 2019 | $11,654,000 | +37.1% | 61,531 | +20.2% | 1.10% | +19.8% |
| Q4 2018 | $8,499,000 | +249.5% | 51,181 | +323.5% | 0.92% | +256.2% |
| Q3 2018 | $2,432,000 | +17.8% | 12,084 | +14.0% | 0.26% | +10.7% |
| Q2 2018 | $2,064,000 | +13.9% | 10,597 | +9.7% | 0.23% | +11.5% |
| Q1 2018 | $1,812,000 | +41.2% | 9,658 | +9.0% | 0.21% | -37.8% |
| Q4 2014 | $1,283,000 | – | 8,859 | – | 0.34% | – |
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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% |