ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $546,000 | -3.2% | 2,491 | 0.0% | 8.00% | +1.8% |
| Q2 2022 | $564,000 | -15.3% | 2,491 | +0.3% | 7.86% | +0.5% |
| Q1 2022 | $666,000 | -5.0% | 2,483 | +0.3% | 7.82% | +2850.9% |
| Q4 2021 | $701,000 | +8.5% | 2,475 | +0.7% | 0.26% | +29.3% |
| Q3 2021 | $646,000 | -2.1% | 2,457 | 0.0% | 0.20% | -8.1% |
| Q2 2021 | $660,000 | +3.8% | 2,457 | +0.5% | 0.22% | -16.5% |
| Q1 2021 | $636,000 | +13.2% | 2,444 | 0.0% | 0.27% | -4.6% |
| Q4 2020 | $562,000 | +24.3% | 2,444 | +0.3% | 0.28% | +11.6% |
| Q3 2020 | $452,000 | +4.9% | 2,437 | +0.5% | 0.25% | -12.5% |
| Q2 2020 | $431,000 | – | 2,426 | – | 0.29% | – |
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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% |