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 | $25,049 | -4.2% | 100 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $26,148 | +4.5% | 100 | 0.0% | 0.04% | +5.6% |
| Q1 2023 | $25,016 | -40.9% | 100 | -42.9% | 0.04% | -37.9% |
| Q4 2022 | $42,331 | +11.4% | 175 | 0.0% | 0.06% | +31.8% |
| Q3 2022 | $38,000 | -5.0% | 175 | 0.0% | 0.04% | +4.8% |
| Q2 2022 | $40,000 | -14.9% | 175 | 0.0% | 0.04% | -4.5% |
| Q1 2022 | $47,000 | -6.0% | 175 | 0.0% | 0.04% | +12.8% |
| Q4 2021 | $50,000 | +8.7% | 175 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $46,000 | -95.9% | 175 | -97.9% | 0.04% | -98.1% |
| Q3 2014 | $1,128,000 | -57.8% | 8,246 | -55.9% | 1.98% | -5.6% |
| Q2 2014 | $2,676,000 | +6.4% | 18,703 | +2.2% | 2.09% | -4.6% |
| Q1 2014 | $2,516,000 | +9.1% | 18,301 | +6.2% | 2.20% | +5.0% |
| Q4 2013 | $2,306,000 | +73.4% | 17,236 | +60.9% | 2.09% | +55.1% |
| Q3 2013 | $1,330,000 | +37.4% | 10,714 | +27.9% | 1.35% | +26.9% |
| Q2 2013 | $968,000 | +1959.6% | 8,377 | +4686.9% | 1.06% | +2852.8% |
| Q2 2010 | $47,000 | – | 175 | – | 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% |