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 | $3,301,067 | -0.7% | 13,239 | +4.1% | 0.89% | +0.2% |
| Q2 2023 | $3,323,884 | -1.4% | 12,712 | -5.7% | 0.89% | -6.9% |
| Q1 2023 | $3,371,044 | +25.5% | 13,476 | +21.4% | 0.96% | +19.1% |
| Q4 2022 | $2,685,616 | +17.3% | 11,103 | +6.3% | 0.80% | +3.4% |
| Q3 2022 | $2,290,000 | +23.7% | 10,444 | +27.6% | 0.78% | +27.8% |
| Q2 2022 | $1,852,000 | -9.7% | 8,186 | +7.1% | 0.61% | -3.0% |
| Q1 2022 | $2,052,000 | +34.8% | 7,646 | +42.3% | 0.63% | +38.5% |
| Q4 2021 | $1,522,000 | +34.3% | 5,375 | +24.8% | 0.45% | +26.3% |
| Q3 2021 | $1,133,000 | +20.3% | 4,306 | +22.9% | 0.36% | +5.6% |
| Q2 2021 | $942,000 | +71.3% | 3,504 | +65.9% | 0.34% | +52.7% |
| Q1 2021 | $550,000 | +122.7% | 2,112 | +109.1% | 0.22% | +93.0% |
| Q4 2020 | $247,000 | – | 1,010 | – | 0.12% | – |
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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% |