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 | $318,517 | -4.6% | 1,277 | 0.0% | 0.06% | -3.2% |
| Q2 2023 | $334,012 | +4.8% | 1,277 | +0.2% | 0.06% | -7.5% |
| Q1 2023 | $318,602 | +3.8% | 1,274 | +0.4% | 0.07% | -4.3% |
| Q4 2022 | $306,865 | +8.1% | 1,269 | -2.1% | 0.07% | +12.9% |
| Q3 2022 | $284,000 | -2.4% | 1,296 | +0.6% | 0.06% | +3.3% |
| Q2 2022 | $291,000 | -15.4% | 1,288 | +0.3% | 0.06% | +5.3% |
| Q1 2022 | $344,000 | -5.0% | 1,284 | +0.3% | 0.06% | 0.0% |
| Q4 2021 | $362,000 | -8.8% | 1,280 | -15.2% | 0.06% | -25.0% |
| Q3 2021 | $397,000 | -1.7% | 1,510 | +0.3% | 0.08% | -5.0% |
| Q2 2021 | $404,000 | +16.1% | 1,505 | -18.2% | 0.08% | -46.3% |
| Q1 2019 | $348,000 | +14.5% | 1,840 | +0.4% | 0.15% | -2.6% |
| Q4 2018 | $304,000 | -18.9% | 1,833 | -1.7% | 0.15% | -1.9% |
| Q3 2018 | $375,000 | +1.6% | 1,864 | 0.0% | 0.16% | -11.9% |
| Q2 2018 | $369,000 | +6.0% | 1,864 | +0.4% | 0.18% | -13.2% |
| Q1 2018 | $348,000 | -9.1% | 1,856 | -8.1% | 0.20% | -12.1% |
| Q4 2017 | $383,000 | +16.1% | 2,019 | +9.5% | 0.23% | +1.8% |
| Q3 2017 | $330,000 | -0.9% | 1,844 | -3.7% | 0.23% | +1.3% |
| Q2 2017 | $333,000 | -1.2% | 1,915 | -2.7% | 0.22% | +7.1% |
| Q1 2017 | $337,000 | – | 1,968 | – | 0.21% | – |
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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% |