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 | $76,744,682 | -4.7% | 307,779 | -0.1% | 18.62% | -11.8% |
| Q2 2023 | $80,519,877 | +4.2% | 307,939 | -0.3% | 21.12% | +15.2% |
| Q1 2023 | $77,241,538 | +173796.9% | 308,869 | +52.5% | 18.33% | +43.2% |
| Q4 2022 | $44,418 | -99.9% | 202,581 | 0.0% | 12.80% | +0.1% |
| Q3 2022 | $44,418,000 | -99.9% | 202,581 | +6.1% | 12.79% | +4.7% |
| Q2 2022 | $43,209,478,000 | -15.7% | 190,998 | -0.0% | 12.21% | -3.4% |
| Q1 2022 | $51,260,990,000 | +96376.7% | 191,030 | +1.8% | 12.64% | +1.8% |
| Q4 2021 | $53,133,000 | +10.9% | 187,695 | +3.1% | 12.42% | -1.0% |
| Q3 2021 | $47,911,000 | -2.3% | 182,123 | -0.2% | 12.54% | -2.1% |
| Q2 2021 | $49,039,000 | +7.6% | 182,486 | +4.2% | 12.81% | -1.0% |
| Q1 2021 | $45,577,000 | -99.9% | 175,106 | +1.2% | 12.94% | +5.2% |
| Q4 2020 | $39,786,101,000 | +27.1% | 173,111 | +2.5% | 12.30% | +9.5% |
| Q3 2020 | $31,293,856,000 | +108082.2% | 168,873 | +3.8% | 11.23% | -10.8% |
| Q2 2020 | $28,927,000 | +52.0% | 162,673 | +23.0% | 12.59% | +26.3% |
| Q1 2020 | $19,030,000 | -28.4% | 132,283 | +2.5% | 9.96% | -9.6% |
| Q4 2019 | $26,564,000 | +6.7% | 129,063 | +0.2% | 11.03% | -1.5% |
| Q3 2019 | $24,885,000 | +45.2% | 128,783 | +46.0% | 11.20% | +4.7% |
| Q2 2019 | $17,136,000 | -3.4% | 88,213 | -5.8% | 10.70% | -7.5% |
| Q1 2019 | $17,730,000 | -4.7% | 93,611 | +1.2% | 11.56% | -9.4% |
| Q4 2018 | $18,611,000 | 0.0% | 92,461 | 0.0% | 12.76% | 0.0% |
| Q3 2018 | $18,611,000 | +34.7% | 92,461 | +30.4% | 12.76% | +5.1% |
| Q2 2018 | $13,812,000 | +7.6% | 70,911 | +3.6% | 12.14% | +9.0% |
| Q1 2018 | $12,836,000 | +27.1% | 68,431 | +28.6% | 11.14% | +25.2% |
| Q4 2017 | $10,097,000 | – | 53,206 | – | 8.89% | – |
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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% |