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 | $29,982,832 | -6.4% | 120,234 | -1.8% | 18.57% | -1.3% |
| Q2 2023 | $32,021,596 | +3.6% | 122,453 | -1.9% | 18.81% | +0.7% |
| Q1 2023 | $30,921,297 | +4.9% | 124,865 | +2.4% | 18.68% | +12.7% |
| Q4 2022 | $29,483,191 | +12.8% | 121,886 | +2.2% | 16.58% | -11.0% |
| Q3 2022 | $26,147,000 | -1.8% | 119,308 | +1.3% | 18.63% | +0.9% |
| Q2 2022 | $26,637,000 | -13.1% | 117,770 | +3.7% | 18.46% | +0.6% |
| Q1 2022 | $30,665,000 | +1.1% | 113,547 | +2.8% | 18.34% | -0.8% |
| Q4 2021 | $30,319,000 | -0.0% | 110,430 | +1.5% | 18.49% | +2.9% |
| Q3 2021 | $30,331,000 | +3.3% | 108,828 | +1.5% | 17.97% | +1.5% |
| Q2 2021 | $29,351,000 | -1.1% | 107,254 | -1.2% | 17.70% | -2.7% |
| Q1 2021 | $29,682,000 | +17.2% | 108,564 | -1.5% | 18.20% | +2.0% |
| Q4 2020 | $25,332,000 | +13.8% | 110,214 | +0.2% | 17.85% | +0.7% |
| Q3 2020 | $22,260,000 | +4.3% | 110,033 | +0.2% | 17.72% | +7.6% |
| Q2 2020 | $21,337,000 | +29.1% | 109,770 | +5.5% | 16.48% | +7.5% |
| Q1 2020 | $16,533,000 | -11.5% | 104,046 | +14.6% | 15.33% | +3.4% |
| Q4 2019 | $18,682,000 | +68.4% | 90,757 | +64.8% | 14.82% | +16.5% |
| Q3 2018 | $11,095,000 | +9.6% | 55,062 | +6.0% | 12.72% | -2.1% |
| Q2 2018 | $10,125,000 | +6.4% | 51,944 | +2.1% | 13.00% | +3.0% |
| Q1 2018 | $9,513,000 | +2.1% | 50,872 | +5.1% | 12.63% | +11.0% |
| Q4 2017 | $9,316,000 | +73.8% | 48,400 | +40.2% | 11.38% | +89.4% |
| Q2 2016 | $5,359,000 | +23.9% | 34,518 | +15.7% | 6.01% | +38.6% |
| Q1 2016 | $4,326,000 | +83.9% | 29,833 | +76.4% | 4.34% | +65.3% |
| Q4 2015 | $2,352,000 | +6.0% | 16,915 | +10.5% | 2.62% | +4.4% |
| Q3 2015 | $2,218,000 | – | 15,301 | – | 2.51% | – |
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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% |