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 | $37,483,040 | -4.4% | 150,323 | +0.3% | 4.78% | -1.2% |
Q2 2023 | $39,188,269 | +3.2% | 149,871 | -1.3% | 4.83% | +1.4% |
Q1 2023 | $37,985,045 | +105218.0% | 151,843 | +1.8% | 4.77% | -1.7% |
Q4 2022 | $36,067 | -99.9% | 149,107 | -1.6% | 4.85% | +2.1% |
Q3 2022 | $33,239,000 | -3.1% | 151,596 | +0.0% | 4.75% | +2.8% |
Q2 2022 | $34,289,000 | -17.5% | 151,569 | -2.1% | 4.62% | +0.5% |
Q1 2022 | $41,545,000 | -4.6% | 154,821 | +0.6% | 4.59% | -0.3% |
Q4 2021 | $43,553,000 | +8.2% | 153,854 | +0.5% | 4.61% | 0.0% |
Q3 2021 | $40,270,000 | +0.6% | 153,078 | +2.8% | 4.61% | -1.5% |
Q2 2021 | $40,010,000 | +5.9% | 148,887 | +2.5% | 4.68% | -6.8% |
Q1 2021 | $37,793,000 | +14.9% | 145,201 | +1.4% | 5.02% | +5.0% |
Q4 2020 | $32,899,000 | +24.9% | 143,146 | +0.7% | 4.78% | +8.7% |
Q3 2020 | $26,343,000 | +5.4% | 142,155 | +1.2% | 4.40% | -1.8% |
Q2 2020 | $24,982,000 | +14.5% | 140,491 | -7.4% | 4.48% | +3.1% |
Q1 2020 | $21,826,000 | -22.3% | 151,716 | +11.1% | 4.34% | -2.3% |
Q4 2019 | $28,098,000 | +7.0% | 136,516 | +0.4% | 4.45% | -1.0% |
Q3 2019 | $26,265,000 | +2.0% | 135,926 | +2.5% | 4.49% | +0.4% |
Q2 2019 | $25,753,000 | +2.6% | 132,568 | +0.0% | 4.47% | -0.0% |
Q1 2019 | $25,103,000 | +32.4% | 132,538 | +16.1% | 4.48% | +38.8% |
Q4 2018 | $18,953,000 | – | 114,133 | – | 3.22% | – |
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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% |