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 | $264,561 | -29.9% | 1,061 | -26.5% | 0.02% | -27.3% |
| Q2 2023 | $377,316 | +2.7% | 1,443 | -1.8% | 0.02% | +4.8% |
| Q1 2023 | $367,486 | +3.1% | 1,469 | -0.3% | 0.02% | +5.0% |
| Q4 2022 | $356,546 | +8.0% | 1,474 | +1.0% | 0.02% | 0.0% |
| Q2 2022 | $330,000 | +48.0% | 1,460 | +75.5% | 0.02% | +53.8% |
| Q1 2022 | $223,000 | -5.5% | 832 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $236,000 | +7.8% | 832 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $219,000 | -8.4% | 832 | -6.5% | 0.02% | -6.2% |
| Q2 2021 | $239,000 | -0.4% | 890 | -3.6% | 0.02% | -5.9% |
| Q1 2021 | $240,000 | +13.2% | 923 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $212,000 | – | 923 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |