ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
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% | – |
Download | ||||||
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% |