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 | $1,640,224 | -6.6% | 6,578 | -2.0% | 0.93% | +6.5% |
Q2 2023 | $1,755,315 | +4.5% | 6,713 | 0.0% | 0.88% | +10.2% |
Q1 2023 | $1,679,324 | +103306.7% | 6,713 | 0.0% | 0.79% | -13.4% |
Q4 2022 | $1,624 | -99.9% | 6,713 | 0.0% | 0.92% | -1.0% |
Q3 2022 | $1,472,000 | +55.8% | 6,713 | +60.8% | 0.93% | +45.1% |
Q2 2022 | $945,000 | -2.5% | 4,175 | +15.7% | 0.64% | -29.2% |
Q1 2022 | $969,000 | -5.2% | 3,610 | 0.0% | 0.90% | +35.5% |
Q4 2021 | $1,022,000 | -6.8% | 3,610 | -13.3% | 0.66% | -18.2% |
Q3 2021 | $1,096,000 | -14.2% | 4,165 | -12.4% | 0.81% | -3.0% |
Q2 2021 | $1,278,000 | -1.7% | 4,755 | -4.8% | 0.84% | -17.5% |
Q1 2021 | $1,300,000 | +16.9% | 4,995 | +3.2% | 1.02% | +9.6% |
Q4 2020 | $1,112,000 | +27.5% | 4,840 | +2.9% | 0.93% | +9.7% |
Q3 2020 | $872,000 | +12.7% | 4,705 | +8.0% | 0.84% | -8.9% |
Q2 2020 | $774,000 | +23.4% | 4,355 | 0.0% | 0.93% | +4.0% |
Q1 2020 | $627,000 | -30.0% | 4,355 | 0.0% | 0.89% | -5.2% |
Q4 2019 | $896,000 | +6.4% | 4,355 | 0.0% | 0.94% | -3.5% |
Q3 2019 | $842,000 | -0.5% | 4,355 | 0.0% | 0.98% | +0.3% |
Q2 2019 | $846,000 | +2.5% | 4,355 | 0.0% | 0.97% | +3.0% |
Q1 2019 | $825,000 | +8.3% | 4,355 | -5.1% | 0.94% | +34.9% |
Q4 2018 | $762,000 | – | 4,590 | – | 0.70% | – |
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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% |