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 | $639,755 | -32.5% | 2,566 | -29.2% | 0.51% | -30.8% |
| Q2 2023 | $948,038 | +2.5% | 3,626 | -1.9% | 0.73% | +5.0% |
| Q1 2023 | $924,544 | -1.4% | 3,696 | -4.6% | 0.70% | -7.3% |
| Q4 2022 | $937,564 | -12.1% | 3,876 | -20.4% | 0.75% | -14.8% |
| Q3 2022 | $1,067,000 | -3.5% | 4,867 | -0.4% | 0.88% | -20.7% |
| Q2 2022 | $1,106,000 | -14.9% | 4,889 | +1.0% | 1.12% | -4.7% |
| Q1 2022 | $1,299,000 | -99.9% | 4,841 | -4.2% | 1.17% | -14.1% |
| Q4 2021 | $1,430,102,000 | – | 5,052 | – | 1.36% | – |
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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% |