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 | $1,069,961 | -7.0% | 4,291 | -2.5% | 0.23% | -5.3% |
| Q2 2023 | $1,150,251 | +4.5% | 4,399 | 0.0% | 0.24% | +2.9% |
| Q1 2023 | $1,100,454 | +3.4% | 4,399 | 0.0% | 0.24% | -2.9% |
| Q4 2022 | $1,064,074 | +10.3% | 4,399 | 0.0% | 0.24% | -0.4% |
| Q3 2022 | $965,000 | -3.0% | 4,399 | 0.0% | 0.25% | +6.5% |
| Q2 2022 | $995,000 | -15.7% | 4,399 | 0.0% | 0.23% | -9.4% |
| Q1 2022 | $1,180,000 | -5.2% | 4,399 | 0.0% | 0.26% | -1.5% |
| Q4 2021 | $1,245,000 | +6.6% | 4,399 | -0.9% | 0.26% | -2.6% |
| Q3 2021 | $1,168,000 | -2.1% | 4,438 | 0.0% | 0.27% | -7.6% |
| Q2 2021 | $1,193,000 | +203.6% | 4,438 | +194.1% | 0.29% | +171.7% |
| Q1 2021 | $393,000 | +13.3% | 1,509 | 0.0% | 0.11% | +6.0% |
| Q4 2020 | $347,000 | – | 1,509 | – | 0.10% | – |
Download | ||||||
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% |