ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,487,358 | -7.6% | 5,965 | -3.1% | 0.93% | -6.5% |
| Q2 2023 | $1,609,237 | +0.6% | 6,154 | -3.7% | 1.00% | -3.5% |
| Q1 2023 | $1,598,890 | +19.9% | 6,391 | +16.0% | 1.03% | +3.7% |
| Q4 2022 | $1,333,115 | -3.9% | 5,511 | -12.9% | 1.00% | -11.9% |
| Q3 2022 | $1,387,000 | -59.7% | 6,326 | -58.4% | 1.13% | -57.8% |
| Q2 2022 | $3,442,000 | -20.0% | 15,216 | -5.1% | 2.68% | -5.3% |
| Q1 2022 | $4,302,000 | -9.1% | 16,033 | -4.1% | 2.83% | -6.8% |
| Q4 2021 | $4,732,000 | -8.0% | 16,716 | -14.5% | 3.04% | -9.4% |
| Q3 2021 | $5,141,000 | -10.6% | 19,541 | -8.7% | 3.35% | -14.5% |
| Q2 2021 | $5,749,000 | -8.9% | 21,393 | -11.7% | 3.92% | -7.8% |
| Q1 2021 | $6,310,000 | +10.1% | 24,241 | -2.8% | 4.26% | +3.9% |
| Q4 2020 | $5,731,000 | +25.2% | 24,936 | +0.9% | 4.10% | +12.7% |
| Q3 2020 | $4,579,000 | +4.8% | 24,712 | +0.6% | 3.64% | +3.8% |
| Q2 2020 | $4,369,000 | +38.4% | 24,570 | +12.0% | 3.50% | +26.1% |
| Q1 2020 | $3,156,000 | -16.0% | 21,938 | +12.9% | 2.78% | -1.7% |
| Q4 2019 | $3,755,000 | -4.5% | 19,434 | -4.5% | 2.82% | -11.0% |
| Q3 2019 | $3,931,000 | +3.9% | 20,345 | +4.4% | 3.17% | +9.9% |
| Q2 2019 | $3,785,000 | +5.8% | 19,484 | +2.2% | 2.89% | -5.7% |
| Q1 2019 | $3,577,000 | +14.2% | 19,072 | +1.1% | 3.06% | +3.1% |
| Q4 2018 | $3,132,000 | -16.9% | 18,862 | +0.7% | 2.97% | -6.9% |
| Q3 2018 | $3,770,000 | +0.9% | 18,727 | -2.4% | 3.19% | -0.3% |
| Q2 2018 | $3,738,000 | +1.4% | 19,193 | -2.4% | 3.20% | +4.5% |
| Q1 2018 | $3,688,000 | -35.7% | 19,661 | -34.9% | 3.06% | -28.6% |
| Q4 2017 | $5,734,000 | +2.8% | 30,212 | -3.1% | 4.29% | -2.7% |
| Q3 2017 | $5,577,000 | +4.9% | 31,176 | +2.0% | 4.41% | -2.7% |
| Q2 2017 | $5,317,000 | -0.1% | 30,564 | -1.6% | 4.53% | -6.1% |
| Q1 2017 | $5,321,000 | +1.3% | 31,076 | -2.2% | 4.82% | -7.5% |
| Q4 2016 | $5,252,000 | +8.3% | 31,765 | +1.4% | 5.21% | +1.6% |
| Q3 2016 | $4,848,000 | – | 31,338 | – | 5.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |