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 | $4,348,929 | +14.9% | 17,441 | +20.5% | 1.20% | +12.3% |
| Q2 2023 | $3,784,155 | +10.7% | 14,472 | +5.9% | 1.07% | -2.6% |
| Q1 2023 | $3,418,953 | +50.4% | 13,667 | +45.4% | 1.10% | +33.4% |
| Q4 2022 | $2,273,056 | -23.2% | 9,397 | -30.3% | 0.83% | -30.2% |
| Q3 2022 | $2,958,000 | -1.5% | 13,491 | +1.6% | 1.18% | -1.6% |
| Q2 2022 | $3,003,000 | -9.4% | 13,276 | +7.4% | 1.20% | +11.4% |
| Q1 2022 | $3,316,000 | +0.5% | 12,358 | +6.1% | 1.08% | +5.3% |
| Q4 2021 | $3,298,000 | +49.4% | 11,652 | +38.9% | 1.02% | +31.2% |
| Q3 2021 | $2,207,000 | – | 8,390 | – | 0.78% | – |
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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% |