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 | $459,303 | -4.5% | 1,842 | +0.2% | 0.04% | 0.0% |
| Q2 2023 | $480,862 | +8.1% | 1,839 | +3.4% | 0.04% | 0.0% |
| Q1 2023 | $444,784 | +75.8% | 1,778 | +61.6% | 0.04% | +63.0% |
| Q4 2020 | $253,000 | +24.0% | 1,100 | 0.0% | 0.03% | +12.5% |
| Q3 2020 | $204,000 | -24.2% | 1,100 | -16.0% | 0.02% | -35.1% |
| Q4 2019 | $269,000 | +6.3% | 1,309 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $253,000 | -1.6% | 1,309 | -1.1% | 0.04% | -2.5% |
| Q2 2019 | $257,000 | – | 1,323 | – | 0.04% | – |
Download | ||||||
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% |