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 | $492,484 | -11.2% | 1,975 | -6.9% | 0.02% | -12.0% |
| Q2 2023 | $554,618 | +23.4% | 2,121 | +18.0% | 0.02% | +13.6% |
| Q1 2023 | $449,538 | +3.4% | 1,797 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $434,676 | +10.3% | 1,797 | 0.0% | 0.02% | +14.3% |
| Q3 2022 | $394,000 | -5.5% | 1,797 | -2.4% | 0.02% | -19.2% |
| Q2 2022 | $417,000 | -13.5% | 1,842 | +2.5% | 0.03% | -21.2% |
| Q1 2022 | $482,000 | +43.9% | 1,797 | +51.8% | 0.03% | +57.1% |
| Q4 2021 | $335,000 | +7.7% | 1,184 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $311,000 | -5.2% | 1,184 | -2.9% | 0.02% | -8.3% |
| Q2 2021 | $328,000 | +5.8% | 1,219 | +2.4% | 0.02% | -7.7% |
| Q1 2021 | $310,000 | +40.9% | 1,190 | -22.2% | 0.03% | -25.7% |
| Q1 2020 | $220,000 | -98.7% | 1,529 | -98.2% | 0.04% | -98.6% |
| Q4 2019 | $17,016,000 | +12.5% | 82,675 | +5.6% | 2.48% | +1.1% |
| Q3 2019 | $15,125,000 | +3625.4% | 78,277 | +3645.3% | 2.46% | +3459.4% |
| Q2 2019 | $406,000 | -96.9% | 2,090 | -97.0% | 0.07% | -97.1% |
| Q1 2019 | $13,078,000 | +2.4% | 69,049 | +8.8% | 2.40% | -25.9% |
| Q3 2018 | $12,772,000 | +9.7% | 63,450 | +6.2% | 3.23% | +2.3% |
| Q2 2018 | $11,638,000 | +10.0% | 59,749 | +5.9% | 3.16% | +4.6% |
| Q1 2018 | $10,583,000 | +9.6% | 56,422 | +10.9% | 3.02% | +5.7% |
| Q4 2017 | $9,653,000 | +18.5% | 50,863 | +11.7% | 2.86% | -6.1% |
| Q3 2017 | $8,145,000 | +18.1% | 45,526 | +14.8% | 3.05% | +5.2% |
| Q2 2017 | $6,899,000 | +30.6% | 39,662 | +24.2% | 2.90% | +7.1% |
| Q4 2016 | $5,281,000 | – | 31,942 | – | 2.70% | – |
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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% |