ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,031 | -4.6% | 1,003 | 0.0% | 0.15% | -3.8% |
| Q2 2023 | $262,194 | -1.3% | 1,003 | -5.6% | 0.16% | -3.0% |
| Q1 2023 | $265,575 | +3.4% | 1,062 | +0.1% | 0.16% | -3.0% |
| Q4 2022 | $256,760 | +10.2% | 1,061 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $233,000 | -4.5% | 1,061 | -1.5% | 0.16% | -2.9% |
| Q2 2022 | $244,000 | -26.3% | 1,077 | -12.7% | 0.17% | -18.3% |
| Q1 2022 | $331,000 | -5.2% | 1,233 | +0.1% | 0.21% | -4.1% |
| Q4 2021 | $349,000 | +7.7% | 1,232 | +0.1% | 0.22% | +2.4% |
| Q3 2021 | $324,000 | -2.1% | 1,231 | +0.1% | 0.21% | -4.9% |
| Q2 2021 | $331,000 | -38.1% | 1,230 | -40.1% | 0.22% | -41.5% |
| Q1 2021 | $535,000 | +13.3% | 2,055 | +0.0% | 0.38% | +10.1% |
| Q4 2020 | $472,000 | +24.2% | 2,054 | +0.0% | 0.35% | +8.1% |
| Q3 2020 | $380,000 | -6.4% | 2,053 | -10.0% | 0.32% | -13.7% |
| Q2 2020 | $406,000 | +40.5% | 2,281 | +13.5% | 0.37% | +19.3% |
| Q1 2020 | $289,000 | -30.2% | 2,010 | 0.0% | 0.31% | -17.3% |
| Q4 2019 | $414,000 | – | 2,010 | – | 0.38% | – |
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% |