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 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% | – |
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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% |