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 | $28 | -9.7% | 114 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $31 | +3.3% | 117 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30 | -43.4% | 117 | -47.3% | 0.00% | -66.7% |
| Q4 2022 | $53 | -99.9% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | -23.4% | 222 | -20.7% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -14.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $75,000 | -19.4% | 280 | -15.7% | 0.00% | -25.0% |
| Q4 2021 | $93,000 | +5.7% | 332 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -34.3% | 332 | -33.5% | 0.00% | -33.3% |
| Q2 2021 | $134,000 | -15.7% | 499 | -18.2% | 0.01% | -25.0% |
| Q1 2021 | $159,000 | +152.4% | 610 | +125.1% | 0.01% | +166.7% |
| Q4 2020 | $63,000 | +26.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | +2.0% | 271 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $49,000 | – | 271 | – | 0.00% | – |
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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% |