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 | $547,041 | -4.6% | 2,194 | 0.0% | 0.16% | +0.6% |
Q2 2023 | $573,653 | +4.6% | 2,194 | +0.0% | 0.16% | -0.6% |
Q1 2023 | $548,604 | +4.9% | 2,193 | +1.4% | 0.16% | +1.3% |
Q4 2022 | $522,937 | -21.1% | 2,162 | -28.6% | 0.16% | -37.8% |
Q3 2022 | $663,000 | -1.3% | 3,026 | +1.9% | 0.25% | +5.9% |
Q2 2022 | $672,000 | -18.4% | 2,971 | -3.2% | 0.24% | -3.7% |
Q1 2022 | $824,000 | -12.0% | 3,070 | -7.2% | 0.25% | -13.1% |
Q4 2021 | $936,000 | +11.4% | 3,309 | +3.5% | 0.28% | -1.7% |
Q3 2021 | $840,000 | +19.0% | 3,198 | +21.5% | 0.29% | +15.2% |
Q2 2021 | $706,000 | +3.2% | 2,632 | +0.0% | 0.25% | +2.0% |
Q1 2021 | $684,000 | +14.2% | 2,631 | +0.8% | 0.24% | +7.0% |
Q4 2020 | $599,000 | +58.0% | 2,611 | +27.4% | 0.23% | +44.9% |
Q3 2020 | $379,000 | +2.7% | 2,050 | -0.6% | 0.16% | -3.7% |
Q2 2020 | $369,000 | +12.5% | 2,063 | -9.8% | 0.16% | -4.7% |
Q1 2020 | $328,000 | – | 2,286 | – | 0.17% | – |
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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% |