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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $250,595 | +4.1% | 1,002 | +0.6% | 0.04% | -34.3% |
| Q4 2022 | $240,822 | +6.6% | 996 | -3.2% | 0.07% | +1.5% |
| Q3 2022 | $226,000 | -3.4% | 1,029 | -0.3% | 0.07% | +73.7% |
| Q2 2022 | $234,000 | +4.9% | 1,032 | -4.8% | 0.04% | -15.6% |
| Q4 2019 | $223,000 | +8.8% | 1,084 | +2.2% | 0.04% | +2.3% |
| Q3 2019 | $205,000 | -10.1% | 1,061 | -9.7% | 0.04% | -17.0% |
| Q2 2019 | $228,000 | -0.9% | 1,175 | -3.4% | 0.05% | +17.8% |
| Q1 2019 | $230,000 | +9.5% | 1,216 | -4.0% | 0.04% | 0.0% |
| Q4 2018 | $210,000 | -32.9% | 1,267 | -18.4% | 0.04% | -40.0% |
| Q3 2018 | $313,000 | +7.9% | 1,553 | +4.2% | 0.08% | -10.7% |
| Q2 2018 | $290,000 | +0.7% | 1,491 | -2.9% | 0.08% | +10.5% |
| Q1 2018 | $288,000 | -2.4% | 1,535 | -1.2% | 0.08% | +1.3% |
| Q4 2017 | $295,000 | -98.0% | 1,553 | -98.2% | 0.08% | -98.5% |
| Q1 2017 | $14,399,000 | – | 84,098 | – | 4.93% | – |
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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% |