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 | $237,964 | -4.2% | 950 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $248,406 | -12.0% | 950 | -15.8% | 0.01% | -18.2% |
| Q1 2023 | $282,180 | -55.7% | 1,128 | -57.2% | 0.01% | -60.7% |
| Q4 2022 | $636,896 | +135.0% | 2,633 | +113.2% | 0.03% | +86.7% |
| Q3 2022 | $271,000 | -24.5% | 1,235 | -22.3% | 0.02% | -31.8% |
| Q2 2022 | $359,000 | -17.7% | 1,589 | -2.1% | 0.02% | -37.1% |
| Q1 2022 | $436,000 | -81.7% | 1,623 | -80.7% | 0.04% | -77.1% |
| Q4 2021 | $2,378,000 | +3.5% | 8,400 | -3.9% | 0.15% | -11.0% |
| Q3 2021 | $2,298,000 | -2.1% | 8,737 | 0.0% | 0.17% | -16.5% |
| Q2 2021 | $2,348,000 | +1.0% | 8,737 | -2.2% | 0.21% | -17.9% |
| Q1 2021 | $2,324,000 | +13.3% | 8,929 | 0.0% | 0.25% | -3.1% |
| Q4 2020 | $2,052,000 | +11.3% | 8,929 | 0.0% | 0.26% | -27.2% |
| Q3 2020 | $1,843,000 | +191.2% | 8,929 | +150.8% | 0.36% | +201.7% |
| Q2 2020 | $633,000 | -8.9% | 3,560 | -26.3% | 0.12% | -36.9% |
| Q1 2020 | $695,000 | -39.6% | 4,828 | -19.0% | 0.19% | -54.3% |
| Q3 2019 | $1,151,000 | +569.2% | 5,958 | +586.4% | 0.41% | +1759.1% |
| Q4 2017 | $172,000 | – | 868 | – | 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% |