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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $605,693 | -37.4% | 2,504 | -26.8% | 0.04% | -13.0% |
| Q4 2021 | $968,000 | -4.3% | 3,419 | -11.1% | 0.05% | -11.5% |
| Q3 2021 | $1,012,000 | -93.0% | 3,846 | -96.4% | 0.05% | -96.9% |
| Q3 2015 | $14,506,000 | -12.8% | 106,185 | -4.3% | 1.70% | -4.0% |
| Q2 2015 | $16,640,000 | -1.0% | 110,946 | +0.3% | 1.77% | +3.7% |
| Q1 2015 | $16,806,000 | +4.7% | 110,583 | -0.3% | 1.71% | +6.9% |
| Q4 2014 | $16,057,000 | +11.5% | 110,893 | +5.3% | 1.60% | +18.6% |
| Q3 2014 | $14,397,000 | – | 105,288 | – | 1.35% | – |
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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% |