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 | $293,702 | -10.0% | 1,208 | -1.6% | 0.07% | -4.0% |
| Q2 2023 | $326,320 | -12.8% | 1,228 | -20.4% | 0.08% | -11.8% |
| Q1 2023 | $374,294 | +10.6% | 1,543 | +10.3% | 0.08% | +14.9% |
| Q4 2022 | $338,404 | +13.9% | 1,399 | +3.2% | 0.07% | +5.7% |
| Q3 2022 | $297,000 | -2.0% | 1,355 | +0.9% | 0.07% | +2.9% |
| Q2 2022 | $303,000 | -14.4% | 1,343 | +2.1% | 0.07% | -1.4% |
| Q1 2022 | $354,000 | -4.8% | 1,316 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $372,000 | +8.8% | 1,316 | +1.2% | 0.07% | +7.6% |
| Q3 2021 | $342,000 | +470.0% | 1,300 | +477.8% | 0.07% | +450.0% |
| Q2 2021 | $60,000 | +1.7% | 225 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $59,000 | +7.3% | 225 | -24.2% | 0.01% | 0.0% |
| Q3 2020 | $55,000 | +1.9% | 297 | -2.9% | 0.01% | -7.1% |
| Q2 2020 | $54,000 | +14.9% | 306 | -6.4% | 0.01% | +7.7% |
| Q1 2020 | $47,000 | -34.7% | 327 | -7.1% | 0.01% | -23.5% |
| Q4 2019 | $72,000 | – | 352 | – | 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% |