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 | $33,001,984 | +1859.5% | 132,352 | +1954.8% | 0.11% | +505.6% |
| Q2 2023 | $1,684,196 | -17.9% | 6,441 | -21.4% | 0.02% | -25.0% |
| Q1 2023 | $2,050,238 | +75.5% | 8,196 | +81.2% | 0.02% | +60.0% |
| Q4 2022 | $1,167,969 | +8.0% | 4,524 | -5.6% | 0.02% | 0.0% |
| Q3 2022 | $1,081,000 | -5.7% | 4,790 | -3.3% | 0.02% | -6.2% |
| Q2 2022 | $1,146,000 | -8.6% | 4,951 | +6.4% | 0.02% | -5.9% |
| Q1 2022 | $1,254,000 | +13.7% | 4,653 | +10.0% | 0.02% | +6.2% |
| Q4 2021 | $1,103,000 | -2.7% | 4,229 | +3.8% | 0.02% | -5.9% |
| Q3 2021 | $1,134,000 | +15.8% | 4,073 | +10.0% | 0.02% | +6.2% |
| Q2 2021 | $979,000 | +10.2% | 3,704 | +11.0% | 0.02% | 0.0% |
| Q1 2021 | $888,000 | +16.5% | 3,338 | +5.9% | 0.02% | -5.9% |
| Q4 2020 | $762,000 | +22.7% | 3,153 | +1.7% | 0.02% | +6.2% |
| Q3 2020 | $621,000 | +4.0% | 3,101 | -3.6% | 0.02% | -5.9% |
| Q2 2020 | $597,000 | +12.4% | 3,217 | -1.5% | 0.02% | -10.5% |
| Q1 2020 | $531,000 | -41.0% | 3,267 | -25.3% | 0.02% | -40.6% |
| Q4 2019 | $900,000 | +56.2% | 4,375 | +45.0% | 0.03% | +39.1% |
| Q3 2019 | $576,000 | +59.1% | 3,018 | +64.6% | 0.02% | +43.8% |
| Q2 2019 | $362,000 | – | 1,834 | – | 0.02% | – |
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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% |