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% | – |
Download | ||||||
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% |