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 | $57,615,301 | -4.8% | 231,062 | -0.2% | 18.85% | -17.3% |
| Q2 2023 | $60,535,361 | +5.1% | 231,510 | +0.6% | 22.80% | +1.5% |
| Q1 2023 | $57,583,215 | +2.8% | 230,186 | -0.6% | 22.45% | -5.2% |
| Q4 2022 | $55,998,925 | +8.3% | 231,506 | -1.8% | 23.68% | -2.3% |
| Q3 2022 | $51,717,000 | -4.6% | 235,869 | -1.6% | 24.24% | +2.3% |
| Q2 2022 | $54,201,000 | -20.1% | 239,585 | -5.2% | 23.70% | -8.2% |
| Q1 2022 | $67,805,000 | -5.9% | 252,684 | -0.7% | 25.82% | -2.1% |
| Q4 2021 | $72,048,000 | +10.2% | 254,516 | +2.4% | 26.39% | -3.8% |
| Q3 2021 | $65,408,000 | +1.2% | 248,634 | +1.7% | 27.44% | -1.7% |
| Q2 2021 | $64,627,000 | +0.6% | 244,495 | -0.9% | 27.92% | +8.4% |
| Q1 2021 | $64,239,000 | +11.0% | 246,808 | -2.0% | 25.77% | -2.2% |
| Q4 2020 | $57,871,000 | +23.5% | 251,800 | -0.4% | 26.35% | -10.1% |
| Q3 2020 | $46,846,000 | +8.2% | 252,796 | +3.9% | 29.31% | +4.1% |
| Q2 2020 | $43,281,000 | +31.5% | 243,400 | +6.3% | 28.17% | +10.3% |
| Q1 2020 | $32,925,000 | +5.3% | 228,867 | +50.7% | 25.54% | +35.3% |
| Q4 2019 | $31,259,000 | +10.6% | 151,876 | +3.9% | 18.87% | +0.4% |
| Q3 2019 | $28,254,000 | +0.4% | 146,220 | +1.0% | 18.79% | -0.7% |
| Q2 2019 | $28,135,000 | +4.9% | 144,832 | +2.3% | 18.92% | -2.5% |
| Q1 2019 | $26,814,000 | +15.6% | 141,571 | +1.4% | 19.40% | +1.4% |
| Q4 2018 | $23,195,000 | -20.2% | 139,679 | -3.3% | 19.13% | -9.8% |
| Q3 2018 | $29,062,000 | +2.7% | 144,377 | -0.6% | 21.21% | -0.8% |
| Q2 2018 | $28,297,000 | +3.3% | 145,278 | -0.5% | 21.38% | -0.1% |
| Q1 2018 | $27,399,000 | +1.8% | 146,072 | +3.0% | 21.39% | +3.7% |
| Q4 2017 | $26,925,000 | – | 141,876 | – | 20.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |