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 | $534 | -6.0% | 2,140 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $568 | +3.1% | 2,172 | -1.4% | 0.03% | -3.0% |
| Q1 2023 | $551 | +2.6% | 2,202 | -0.9% | 0.03% | +3.1% |
| Q4 2022 | $537 | -99.9% | 2,222 | 0.0% | 0.03% | -3.0% |
| Q3 2022 | $487,000 | -3.4% | 2,222 | -0.3% | 0.03% | +3.1% |
| Q2 2022 | $504,000 | -13.3% | 2,229 | +3.0% | 0.03% | 0.0% |
| Q1 2022 | $581,000 | -0.9% | 2,164 | +4.6% | 0.03% | +3.2% |
| Q4 2021 | $586,000 | +7.9% | 2,069 | +0.2% | 0.03% | 0.0% |
| Q3 2021 | $543,000 | -2.2% | 2,064 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $555,000 | -2.5% | 2,064 | -5.5% | 0.03% | -8.6% |
| Q1 2021 | $569,000 | +22.4% | 2,185 | +8.1% | 0.04% | +12.9% |
| Q4 2020 | $465,000 | +18.3% | 2,022 | -4.7% | 0.03% | +3.3% |
| Q3 2020 | $393,000 | -10.5% | 2,122 | -14.1% | 0.03% | -16.7% |
| Q2 2020 | $439,000 | +13.4% | 2,470 | -8.3% | 0.04% | -5.3% |
| Q1 2020 | $387,000 | -25.1% | 2,693 | +7.2% | 0.04% | -2.6% |
| Q4 2019 | $517,000 | +46.5% | 2,511 | +37.4% | 0.04% | +39.3% |
| Q3 2019 | $353,000 | +8.6% | 1,828 | +9.3% | 0.03% | +7.7% |
| Q2 2019 | $325,000 | +3.2% | 1,673 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $315,000 | +14.1% | 1,661 | 0.0% | 0.03% | -3.7% |
| Q4 2018 | $276,000 | -15.9% | 1,661 | +1.8% | 0.03% | 0.0% |
| Q3 2018 | $328,000 | +3.1% | 1,631 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $318,000 | +3.6% | 1,631 | -0.3% | 0.03% | 0.0% |
| Q1 2018 | $307,000 | +8.5% | 1,636 | +9.6% | 0.03% | +12.5% |
| Q4 2017 | $283,000 | +6.8% | 1,493 | +0.8% | 0.02% | +4.3% |
| Q3 2017 | $265,000 | +6.0% | 1,481 | +2.9% | 0.02% | 0.0% |
| Q2 2017 | $250,000 | +11.6% | 1,439 | +10.0% | 0.02% | +9.5% |
| Q1 2017 | $224,000 | – | 1,308 | – | 0.02% | – |
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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% |