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 | $782,959 | -9.1% | 3,140 | -4.7% | 0.01% | -7.7% |
| Q2 2023 | $861,315 | +6.0% | 3,294 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $812,270 | +3.4% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $785,417 | +10.3% | 3,247 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $712,000 | -9.3% | 3,247 | -6.4% | 0.01% | -7.7% |
| Q2 2022 | $785,000 | -14.8% | 3,468 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $921,000 | -5.1% | 3,431 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $971,000 | +15.0% | 3,431 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $844,000 | -11.1% | 3,210 | -9.1% | 0.01% | -7.7% |
| Q2 2021 | $949,000 | -16.5% | 3,531 | -19.2% | 0.01% | -27.8% |
| Q1 2021 | $1,137,000 | +9.0% | 4,369 | -3.7% | 0.02% | +5.9% |
| Q4 2020 | $1,043,000 | +16.8% | 4,536 | -5.9% | 0.02% | 0.0% |
| Q3 2020 | $893,000 | -17.5% | 4,820 | -20.8% | 0.02% | -22.7% |
| Q2 2020 | $1,082,000 | +19.2% | 6,087 | -3.5% | 0.02% | -8.3% |
| Q1 2020 | $908,000 | -2.7% | 6,311 | +39.2% | 0.02% | +33.3% |
| Q4 2019 | $933,000 | +4.2% | 4,533 | -2.1% | 0.02% | 0.0% |
| Q3 2019 | $895,000 | – | 4,629 | – | 0.02% | – |
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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% |