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 2023 | $241 | -4.4% | 965 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $252 | -91.7% | 965 | -92.0% | 0.03% | -91.9% |
| Q1 2023 | $3,020 | +3.4% | 12,072 | 0.0% | 0.32% | -5.0% |
| Q4 2022 | $2,920 | -99.9% | 12,072 | 0.0% | 0.34% | +3.1% |
| Q3 2022 | $2,647,000 | -3.1% | 12,072 | 0.0% | 0.33% | +0.3% |
| Q2 2022 | $2,731,000 | -15.7% | 12,072 | 0.0% | 0.33% | -2.4% |
| Q1 2022 | $3,239,000 | -5.2% | 12,072 | 0.0% | 0.33% | -2.3% |
| Q4 2021 | $3,417,000 | +1245.3% | 12,072 | +1151.0% | 0.34% | +1166.7% |
| Q3 2021 | $254,000 | -1.9% | 965 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $259,000 | +3.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $251,000 | +13.1% | 965 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $222,000 | +24.0% | 965 | 0.0% | 0.03% | +12.0% |
| Q3 2020 | $179,000 | +4.1% | 965 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $172,000 | +23.7% | 965 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $139,000 | -30.2% | 965 | 0.0% | 0.03% | -3.7% |
| Q4 2019 | $199,000 | +7.0% | 965 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $186,000 | -0.5% | 965 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $187,000 | +2.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $183,000 | +14.4% | 965 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $160,000 | -52.1% | 965 | -41.9% | 0.02% | -50.0% |
| Q3 2018 | $334,000 | -0.3% | 1,660 | -3.5% | 0.05% | +6.7% |
| Q2 2018 | $335,000 | – | 1,720 | – | 0.04% | – |
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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% |