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 2022 | $2,783,000 | -3.1% | 12,693 | 0.0% | 0.57% | -21.1% |
| Q2 2022 | $2,872,000 | -20.5% | 12,693 | -0.5% | 0.72% | -3.8% |
| Q4 2021 | $3,612,000 | +7.6% | 12,759 | 0.0% | 0.74% | -7.8% |
| Q3 2021 | $3,357,000 | -2.1% | 12,759 | 0.0% | 0.81% | -1.1% |
| Q2 2021 | $3,429,000 | +2043.1% | 12,759 | +1411.7% | 0.82% | +1441.5% |
| Q1 2019 | $160,000 | +207.7% | 844 | +168.8% | 0.05% | +152.4% |
| Q4 2018 | $52,000 | -35.8% | 314 | -23.4% | 0.02% | -36.4% |
| Q3 2018 | $81,000 | -26.4% | 410 | -27.6% | 0.03% | -28.3% |
| Q2 2018 | $110,000 | -17.3% | 566 | -21.3% | 0.05% | -20.7% |
| Q1 2018 | $133,000 | +12.7% | 719 | +17.5% | 0.06% | +13.7% |
| Q4 2017 | $118,000 | -44.1% | 612 | -48.2% | 0.05% | -47.4% |
| Q3 2017 | $211,000 | +520.6% | 1,182 | +396.6% | 0.10% | +304.2% |
| Q4 2015 | $34,000 | +3.0% | 238 | 0.0% | 0.02% | -7.7% |
| Q3 2015 | $33,000 | – | 238 | – | 0.03% | – |
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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% |