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 | $3,745,237 | +2213.9% | 15,020 | +2326.5% | 0.43% | +2405.9% |
Q2 2023 | $161,856 | +4.5% | 619 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $154,849 | -90.6% | 619 | -92.3% | 0.02% | -96.7% |
Q4 2019 | $1,653,000 | +19.1% | 8,032 | +11.8% | 0.52% | +10.1% |
Q3 2019 | $1,388,000 | -44.4% | 7,182 | -44.1% | 0.48% | -46.2% |
Q2 2019 | $2,495,000 | +31.6% | 12,843 | +28.3% | 0.88% | +24.7% |
Q1 2019 | $1,896,000 | -15.7% | 10,011 | -26.1% | 0.71% | -34.7% |
Q4 2018 | $2,248,000 | -36.7% | 13,540 | -23.3% | 1.08% | -26.7% |
Q3 2018 | $3,552,000 | +12.3% | 17,646 | +8.6% | 1.48% | +11.4% |
Q2 2018 | $3,164,000 | +50.2% | 16,246 | +44.7% | 1.33% | +17.8% |
Q1 2018 | $2,106,000 | +131.4% | 11,225 | +134.1% | 1.13% | +150.3% |
Q4 2017 | $910,000 | – | 4,794 | – | 0.45% | – |
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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% |