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 | $439,105 | -4.6% | 1,761 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $460,466 | +4.5% | 1,761 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $440,532 | +3.4% | 1,761 | 0.0% | 0.04% | -15.1% |
| Q4 2022 | $425,968 | +76.8% | 1,761 | +60.2% | 0.05% | +55.9% |
| Q3 2022 | $241,000 | -3.2% | 1,099 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $249,000 | -15.6% | 1,099 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $295,000 | -5.1% | 1,099 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $311,000 | -96.8% | 1,099 | +2013.5% | 0.03% | +1600.0% |
| Q3 2020 | $9,636,000 | -10.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,703,000 | +4573.8% | 52 | -96.7% | 0.00% | -95.7% |
| Q4 2014 | $229,000 | +5.5% | 1,584 | 0.0% | 0.05% | -4.2% |
| Q3 2014 | $217,000 | -4.4% | 1,584 | 0.0% | 0.05% | -2.0% |
| Q2 2014 | $227,000 | – | 1,584 | – | 0.05% | – |
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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% |