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 | $1,404,662 | -11.6% | 5,633 | -7.4% | 0.46% | -9.7% |
| Q2 2023 | $1,589,875 | -6.4% | 6,080 | -10.4% | 0.51% | -30.5% |
| Q1 2023 | $1,698,303 | -1.1% | 6,789 | -4.4% | 0.74% | -0.9% |
| Q4 2022 | $1,717,553 | +15.0% | 7,101 | +4.2% | 0.75% | +2.9% |
| Q3 2022 | $1,494,000 | -5.0% | 6,814 | -2.0% | 0.73% | 0.0% |
| Q2 2022 | $1,573,000 | -17.3% | 6,952 | -2.0% | 0.73% | -5.7% |
| Q1 2022 | $1,903,000 | -6.5% | 7,093 | -1.3% | 0.77% | -0.1% |
| Q4 2021 | $2,035,000 | +7.7% | 7,187 | +0.0% | 0.77% | +0.4% |
| Q3 2021 | $1,890,000 | -10.4% | 7,185 | -8.5% | 0.77% | -8.5% |
| Q2 2021 | $2,110,000 | +1.7% | 7,850 | -1.5% | 0.84% | -2.8% |
| Q1 2021 | $2,075,000 | +6.4% | 7,973 | -6.0% | 0.86% | +6.0% |
| Q4 2020 | $1,950,000 | +15.7% | 8,483 | -6.7% | 0.81% | +1.6% |
| Q3 2020 | $1,685,000 | +2.0% | 9,095 | -2.1% | 0.80% | -7.5% |
| Q2 2020 | $1,652,000 | +44.7% | 9,290 | +17.0% | 0.87% | +14.1% |
| Q1 2020 | $1,142,000 | +468.2% | 7,940 | +715.2% | 0.76% | +583.8% |
| Q4 2019 | $201,000 | -1.5% | 974 | -3.9% | 0.11% | -14.0% |
| Q3 2018 | $204,000 | 0.0% | 1,014 | -3.1% | 0.13% | -4.4% |
| Q2 2018 | $204,000 | – | 1,046 | – | 0.14% | – |
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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% |