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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,075,000 | -61.0% | 7,475 | -44.2% | 0.36% | -46.9% |
| Q4 2019 | $2,756,000 | +7.6% | 13,395 | +1.1% | 0.67% | -2.3% |
| Q3 2019 | $2,561,000 | -19.9% | 13,255 | -19.5% | 0.68% | -17.7% |
| Q2 2019 | $3,197,000 | +63.2% | 16,457 | +59.1% | 0.83% | +55.8% |
| Q1 2019 | $1,959,000 | -5.8% | 10,344 | -17.4% | 0.53% | -40.8% |
| Q4 2018 | $2,079,000 | +68.1% | 12,524 | +103.7% | 0.90% | +54.5% |
| Q3 2018 | $1,237,000 | +16.2% | 6,147 | +13.8% | 0.58% | +11.9% |
| Q2 2018 | $1,065,000 | +19.7% | 5,402 | +13.8% | 0.52% | +12.7% |
| Q1 2018 | $890,000 | +60.4% | 4,745 | +62.2% | 0.46% | +71.5% |
| Q4 2017 | $555,000 | – | 2,925 | – | 0.27% | – |
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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% |