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 | $361,557 | +33.6% | 1,450 | +40.1% | 0.03% | +36.0% |
| Q2 2023 | $270,632 | -7.2% | 1,035 | -11.2% | 0.02% | -10.7% |
| Q1 2023 | $291,687 | +9.1% | 1,166 | +5.5% | 0.03% | -3.4% |
| Q4 2022 | $267,288 | -2.1% | 1,105 | -23.2% | 0.03% | -23.7% |
| Q1 2019 | $273,000 | +18.2% | 1,439 | +3.4% | 0.04% | 0.0% |
| Q4 2018 | $231,000 | -21.4% | 1,392 | -4.8% | 0.04% | -13.6% |
| Q3 2018 | $294,000 | +11.8% | 1,462 | +8.1% | 0.04% | +4.8% |
| Q2 2018 | $263,000 | +6.5% | 1,352 | +2.7% | 0.04% | +2.4% |
| Q1 2018 | $247,000 | -0.8% | 1,316 | +0.2% | 0.04% | -6.8% |
| Q4 2017 | $249,000 | – | 1,313 | – | 0.04% | – |
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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% |