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 | $5,708,032 | +13.8% | 22,891 | +19.3% | 0.38% | +5.9% |
| Q2 2023 | $5,017,447 | +17.4% | 19,188 | +12.3% | 0.36% | +8.2% |
| Q1 2023 | $4,272,716 | +5.3% | 17,079 | +1.8% | 0.33% | -2.7% |
| Q4 2022 | $4,059,544 | +8.8% | 16,782 | -1.3% | 0.34% | -13.8% |
| Q3 2022 | $3,730,000 | +8.6% | 17,010 | +12.1% | 0.39% | +26.0% |
| Q2 2022 | $3,434,000 | +2.0% | 15,180 | +21.0% | 0.31% | +13.9% |
| Q1 2022 | $3,366,000 | +3.2% | 12,543 | +8.8% | 0.27% | +16.2% |
| Q4 2021 | $3,263,000 | +33.3% | 11,527 | +23.9% | 0.24% | +12.4% |
| Q3 2021 | $2,447,000 | -6.0% | 9,300 | -3.9% | 0.21% | -9.1% |
| Q2 2021 | $2,602,000 | +27.1% | 9,682 | +23.1% | 0.23% | +6.0% |
| Q1 2021 | $2,047,000 | +35.6% | 7,864 | +19.7% | 0.22% | +4.3% |
| Q4 2020 | $1,510,000 | +58.4% | 6,570 | +27.7% | 0.21% | -10.3% |
| Q3 2020 | $953,000 | -26.4% | 5,144 | -29.4% | 0.23% | -41.6% |
| Q2 2020 | $1,295,000 | +75.7% | 7,281 | +42.1% | 0.40% | -23.9% |
| Q1 2020 | $737,000 | -50.5% | 5,124 | -29.2% | 0.52% | -38.2% |
| Q4 2019 | $1,490,000 | +40.2% | 7,241 | +31.7% | 0.84% | +107.6% |
| Q3 2019 | $1,063,000 | -7.2% | 5,500 | -6.7% | 0.41% | -10.9% |
| Q2 2019 | $1,145,000 | -37.7% | 5,894 | -39.3% | 0.46% | -54.0% |
| Q1 2019 | $1,839,000 | +25.0% | 9,711 | +9.6% | 0.99% | +1.3% |
| Q4 2018 | $1,471,000 | – | 8,859 | – | 0.98% | – |
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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% |