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 | $294,233 | -4.6% | 1,180 | 0.0% | 0.18% | -4.7% |
| Q2 2023 | $308,546 | +4.5% | 1,180 | 0.0% | 0.19% | -5.0% |
| Q1 2023 | $295,189 | +3.4% | 1,180 | 0.0% | 0.20% | -4.3% |
| Q4 2022 | $285,430 | +10.2% | 1,180 | 0.0% | 0.21% | +1.9% |
| Q3 2022 | $259,000 | -3.4% | 1,180 | -0.3% | 0.21% | +1.5% |
| Q2 2022 | $268,000 | -15.7% | 1,184 | 0.0% | 0.20% | -11.3% |
| Q1 2022 | $318,000 | -4.8% | 1,184 | +0.3% | 0.23% | +4.5% |
| Q4 2021 | $334,000 | +7.7% | 1,180 | 0.0% | 0.22% | +3.8% |
| Q3 2021 | $310,000 | -13.6% | 1,180 | -11.7% | 0.21% | -15.5% |
| Q2 2021 | $359,000 | +16.9% | 1,337 | +13.3% | 0.25% | +5.0% |
| Q1 2021 | $307,000 | +13.3% | 1,180 | 0.0% | 0.24% | -10.2% |
| Q4 2020 | $271,000 | +23.7% | 1,180 | 0.0% | 0.27% | +11.8% |
| Q3 2020 | $219,000 | +4.3% | 1,180 | 0.0% | 0.24% | -0.4% |
| Q2 2020 | $210,000 | -13.6% | 1,180 | 0.0% | 0.24% | -6.3% |
| Q4 2019 | $243,000 | +6.6% | 1,180 | 0.0% | 0.26% | +37.1% |
| Q3 2019 | $228,000 | -0.4% | 1,180 | 0.0% | 0.19% | -1.6% |
| Q2 2019 | $229,000 | +2.7% | 1,180 | 0.0% | 0.19% | +3.3% |
| Q1 2019 | $223,000 | -6.3% | 1,180 | 0.0% | 0.18% | -7.6% |
| Q3 2018 | $238,000 | -7.4% | 1,180 | -10.6% | 0.20% | -7.9% |
| Q2 2018 | $257,000 | +16.3% | 1,320 | +11.9% | 0.22% | +12.6% |
| Q1 2018 | $221,000 | -1.8% | 1,180 | 0.0% | 0.19% | -3.5% |
| Q4 2017 | $225,000 | +6.6% | 1,180 | 0.0% | 0.20% | +2.6% |
| Q3 2017 | $211,000 | +2.9% | 1,180 | 0.0% | 0.19% | 0.0% |
| Q2 2017 | $205,000 | +1.5% | 1,180 | 0.0% | 0.19% | -2.0% |
| Q1 2017 | $202,000 | – | 1,180 | – | 0.20% | – |
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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% |