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 | $9,157,879 | -7.7% | 36,727 | -3.2% | 1.02% | -2.9% |
| Q2 2023 | $9,923,691 | +8.5% | 37,952 | +3.8% | 1.06% | -1.5% |
| Q1 2023 | $9,144,694 | -6.7% | 36,555 | -9.8% | 1.07% | -11.2% |
| Q4 2022 | $9,801,443 | +8.9% | 40,520 | -1.3% | 1.21% | -20.5% |
| Q3 2022 | $8,999,000 | -8.1% | 41,043 | -5.2% | 1.52% | -6.2% |
| Q2 2022 | $9,790,000 | -16.5% | 43,274 | -1.0% | 1.62% | -10.6% |
| Q1 2022 | $11,730,000 | +7.5% | 43,711 | +13.4% | 1.81% | +9.0% |
| Q4 2021 | $10,910,000 | +27175.0% | 38,540 | +25593.3% | 1.66% | +18355.6% |
| Q2 2021 | $40,000 | – | 150 | – | 0.01% | – |
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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% |