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 | $5,138,427 | -15.8% | 20,607 | -11.7% | 0.26% | -12.2% |
| Q2 2023 | $6,105,150 | +5.6% | 23,348 | +1.0% | 0.29% | -17.2% |
| Q1 2023 | $5,784,001 | +5.2% | 23,121 | +1.7% | 0.36% | -9.0% |
| Q4 2022 | $5,497,452 | +12.8% | 22,727 | +2.2% | 0.39% | -3.0% |
| Q3 2022 | $4,874,000 | +1.0% | 22,227 | +4.2% | 0.40% | 0.0% |
| Q2 2022 | $4,825,000 | -8.5% | 21,326 | +8.5% | 0.40% | +7.2% |
| Q1 2022 | $5,274,000 | +6.3% | 19,653 | +12.1% | 0.38% | +1.1% |
| Q4 2021 | $4,963,000 | +61.1% | 17,532 | +49.7% | 0.37% | -12.1% |
| Q3 2021 | $3,081,000 | -7.2% | 11,713 | -5.2% | 0.42% | -29.0% |
| Q2 2021 | $3,320,000 | +6.3% | 12,353 | +2.9% | 0.59% | -1.7% |
| Q1 2021 | $3,123,000 | +151.0% | 12,000 | +121.7% | 0.60% | +79.2% |
| Q4 2020 | $1,244,000 | +945.4% | 5,412 | +706.6% | 0.34% | +410.6% |
| Q2 2020 | $119,000 | -55.6% | 671 | -63.9% | 0.07% | -76.0% |
| Q1 2020 | $268,000 | -51.4% | 1,860 | -30.4% | 0.28% | -43.5% |
| Q4 2019 | $552,000 | +5.1% | 2,673 | -1.6% | 0.49% | -11.5% |
| Q3 2019 | $525,000 | -2.8% | 2,716 | -2.3% | 0.55% | -11.3% |
| Q2 2019 | $540,000 | +2.5% | 2,781 | -0.0% | 0.62% | -10.8% |
| Q1 2019 | $527,000 | -27.1% | 2,782 | -29.5% | 0.70% | +4.4% |
| Q4 2018 | $723,000 | – | 3,948 | – | 0.67% | – |
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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% |