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 | $582,965 | +47.5% | 2,338 | +54.6% | 0.08% | +44.6% |
| Q2 2023 | $395,345 | -24.3% | 1,512 | -27.6% | 0.06% | -31.7% |
| Q1 2023 | $522,091 | +72.7% | 2,087 | +67.0% | 0.08% | +43.9% |
| Q4 2022 | $302,359 | +1.5% | 1,250 | -8.2% | 0.06% | +1.8% |
| Q3 2022 | $298,000 | +254.8% | 1,362 | +134.0% | 0.06% | +115.4% |
| Q1 2020 | $84,000 | -92.6% | 582 | -89.5% | 0.03% | -93.0% |
| Q4 2019 | $1,140,000 | – | 5,537 | – | 0.37% | – |
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% |