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 | $2,972,023 | -4.4% | 11,919 | +0.2% | 1.29% | -1.7% |
| Q2 2023 | $3,110,328 | +5.4% | 11,895 | +0.8% | 1.31% | -2.8% |
| Q1 2023 | $2,950,854 | +2.8% | 11,796 | -0.6% | 1.35% | -6.8% |
| Q4 2022 | $2,871,065 | +332.4% | 11,869 | +291.8% | 1.44% | +297.8% |
| Q3 2022 | $664,000 | +0.3% | 3,029 | +3.4% | 0.36% | +8.7% |
| Q2 2022 | $662,000 | +2.2% | 2,928 | +21.2% | 0.33% | +21.9% |
| Q1 2022 | $648,000 | -8.2% | 2,415 | -3.1% | 0.27% | -4.9% |
| Q4 2021 | $706,000 | +10.1% | 2,493 | +2.4% | 0.29% | +2.1% |
| Q3 2021 | $641,000 | -11.2% | 2,435 | -9.4% | 0.28% | -11.6% |
| Q2 2021 | $722,000 | -7.8% | 2,687 | -10.7% | 0.32% | -5.1% |
| Q1 2021 | $783,000 | +6.8% | 3,008 | -5.7% | 0.34% | +1.8% |
| Q4 2020 | $733,000 | +27.3% | 3,191 | +2.7% | 0.33% | +26.4% |
| Q3 2020 | $576,000 | +2.1% | 3,107 | -2.1% | 0.26% | -7.1% |
| Q2 2020 | $564,000 | +21.0% | 3,173 | -2.0% | 0.28% | 0.0% |
| Q1 2020 | $466,000 | -47.8% | 3,238 | -25.9% | 0.28% | -22.6% |
| Q4 2019 | $893,000 | +3.1% | 4,369 | +1.0% | 0.36% | -1.9% |
| Q3 2019 | $866,000 | +2.9% | 4,327 | -0.2% | 0.37% | -2.4% |
| Q2 2019 | $842,000 | -0.1% | 4,334 | +0.8% | 0.38% | -4.8% |
| Q1 2019 | $843,000 | – | 4,298 | – | 0.40% | – |
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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% |