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 | $517,258 | -5.7% | 2,065 | -1.5% | 0.11% | -2.6% |
| Q2 2023 | $548,324 | -4.2% | 2,097 | -8.3% | 0.12% | -10.0% |
| Q1 2023 | $572,116 | -48.4% | 2,287 | -50.1% | 0.13% | -3.0% |
| Q4 2022 | $1,108,824 | +105.7% | 4,584 | +86.6% | 0.13% | -5.6% |
| Q3 2022 | $539,000 | -10.6% | 2,456 | -7.8% | 0.14% | -6.6% |
| Q2 2022 | $603,000 | -16.1% | 2,665 | -0.5% | 0.15% | -3.2% |
| Q1 2022 | $719,000 | -28.7% | 2,678 | -24.8% | 0.16% | -31.1% |
| Q4 2021 | $1,008,000 | -88.9% | 3,562 | -89.7% | 0.23% | -90.1% |
| Q3 2021 | $9,077,000 | +7.5% | 34,503 | +9.8% | 2.30% | +4.9% |
| Q2 2021 | $8,445,000 | +10.4% | 31,426 | +7.0% | 2.19% | +0.5% |
| Q1 2021 | $7,647,000 | +40.2% | 29,379 | +23.8% | 2.18% | +20.8% |
| Q4 2020 | $5,454,000 | – | 23,730 | – | 1.80% | – |
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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% |