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 | $2,979,483 | +34.4% | 11,949 | +41.0% | 0.41% | +37.8% |
| Q2 2023 | $2,216,566 | +6.0% | 8,477 | +1.4% | 0.30% | -2.0% |
| Q1 2023 | $2,090,587 | +2.2% | 8,357 | -1.2% | 0.30% | -5.9% |
| Q4 2022 | $2,045,906 | +781.9% | 8,458 | +699.4% | 0.32% | +702.5% |
| Q3 2022 | $232,000 | -7.9% | 1,058 | +7.3% | 0.04% | +2.6% |
| Q2 2022 | $252,000 | -8.7% | 986 | -4.1% | 0.04% | -4.9% |
| Q1 2022 | $276,000 | -6.8% | 1,028 | -1.6% | 0.04% | +24.2% |
| Q4 2021 | $296,000 | +19.4% | 1,045 | +10.7% | 0.03% | +3.1% |
| Q3 2021 | $248,000 | -2.4% | 944 | 0.0% | 0.03% | +14.3% |
| Q2 2021 | $254,000 | +20.4% | 944 | +16.3% | 0.03% | +33.3% |
| Q1 2021 | $211,000 | -62.6% | 812 | -74.4% | 0.02% | -63.8% |
| Q2 2020 | $564,000 | +89.3% | 3,173 | +53.1% | 0.06% | +48.7% |
| Q1 2020 | $298,000 | -29.7% | 2,072 | +0.5% | 0.04% | -15.2% |
| Q4 2019 | $424,000 | +6.8% | 2,062 | +0.3% | 0.05% | -6.1% |
| Q3 2019 | $397,000 | -18.1% | 2,055 | -17.6% | 0.05% | -10.9% |
| Q2 2019 | $485,000 | +7.8% | 2,495 | +5.1% | 0.06% | +5.8% |
| Q1 2019 | $450,000 | -55.0% | 2,374 | -60.5% | 0.05% | -61.5% |
| Q4 2018 | $999,000 | +111.2% | 6,014 | +156.0% | 0.14% | +128.8% |
| Q3 2018 | $473,000 | +70.8% | 2,349 | +65.1% | 0.06% | +59.5% |
| Q2 2018 | $277,000 | +17.4% | 1,423 | -0.3% | 0.04% | -30.2% |
| Q4 2016 | $236,000 | +11.3% | 1,427 | +4.0% | 0.05% | -34.6% |
| Q3 2016 | $212,000 | -0.5% | 1,372 | -4.0% | 0.08% | -12.0% |
| Q2 2016 | $213,000 | – | 1,429 | – | 0.09% | – |
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% |