ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,207,140 | -20.1% | 12,862 | -16.2% | 0.43% | -16.0% |
| Q2 2023 | $4,012,934 | -4.1% | 15,347 | -8.3% | 0.51% | -12.5% |
| Q1 2023 | $4,186,428 | +3.5% | 16,735 | +0.1% | 0.59% | -8.3% |
| Q4 2022 | $4,043,917 | +26.1% | 16,718 | +14.3% | 0.64% | +17.0% |
| Q3 2022 | $3,207,000 | +58.8% | 14,628 | +63.9% | 0.55% | +66.0% |
| Q2 2022 | $2,019,000 | -4.8% | 8,923 | +12.9% | 0.33% | +20.5% |
| Q1 2022 | $2,120,000 | +39.2% | 7,900 | +46.8% | 0.27% | +56.9% |
| Q4 2021 | $1,523,000 | -18.2% | 5,380 | -24.0% | 0.17% | -23.0% |
| Q3 2021 | $1,861,000 | -7.7% | 7,075 | -5.7% | 0.23% | -9.6% |
| Q2 2021 | $2,016,000 | -5.8% | 7,502 | -8.8% | 0.25% | -19.9% |
| Q1 2021 | $2,141,000 | +92.5% | 8,225 | +69.9% | 0.31% | +75.3% |
| Q4 2020 | $1,112,000 | +294.3% | 4,840 | +253.3% | 0.18% | +137.3% |
| Q4 2019 | $282,000 | – | 1,370 | – | 0.08% | – |
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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% |