ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $13,121,000 | -28.2% | 71,713 | -42.1% | 3.86% | -23.0% |
| Q2 2017 | $18,276,000 | +42.6% | 123,946 | +65.6% | 5.01% | +26.4% |
| Q1 2017 | $12,812,000 | -32.3% | 74,830 | -34.6% | 3.97% | -25.5% |
| Q4 2016 | $18,917,000 | +5.0% | 114,415 | -1.8% | 5.33% | +4.1% |
| Q3 2016 | $18,022,000 | +0.4% | 116,487 | -3.0% | 5.12% | -6.9% |
| Q2 2016 | $17,945,000 | +1.1% | 120,121 | -2.4% | 5.50% | +10.4% |
| Q1 2016 | $17,743,000 | -4.0% | 123,051 | -7.2% | 4.98% | -6.8% |
| Q4 2015 | $18,479,000 | -0.7% | 132,638 | -2.6% | 5.34% | -2.6% |
| Q3 2015 | $18,606,000 | -17.3% | 136,198 | -9.2% | 5.48% | -9.4% |
| Q2 2015 | $22,494,000 | -15.3% | 149,980 | -14.2% | 6.06% | -1.2% |
| Q1 2015 | $26,563,000 | +2.0% | 174,782 | -1.8% | 6.13% | -3.0% |
| Q4 2014 | $26,050,000 | +6.4% | 178,035 | -0.6% | 6.32% | -7.6% |
| Q3 2014 | $24,482,000 | -3.9% | 179,037 | +0.6% | 6.84% | -7.2% |
| Q2 2014 | $25,469,000 | -6.1% | 178,006 | -9.7% | 7.37% | -9.9% |
| Q1 2014 | $27,111,000 | -2.6% | 197,211 | -5.4% | 8.18% | -2.9% |
| Q4 2013 | $27,822,000 | +10.4% | 208,407 | +2.6% | 8.43% | +2.0% |
| Q3 2013 | $25,205,000 | -13.0% | 203,035 | -19.0% | 8.26% | -7.2% |
| Q2 2013 | $28,965,000 | – | 250,783 | – | 8.91% | – |
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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% |