ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312 | -4.6% | 1,250 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $327 | +4.5% | 1,250 | 0.0% | 0.10% | -3.9% |
| Q1 2023 | $313 | -48.2% | 1,250 | -50.0% | 0.10% | -1.0% |
| Q4 2022 | $604 | -99.9% | 2,500 | +34.4% | 0.10% | -31.8% |
| Q3 2022 | $408,000 | -3.1% | 1,860 | 0.0% | 0.15% | +2.7% |
| Q2 2022 | $421,000 | -15.6% | 1,860 | 0.0% | 0.15% | -10.4% |
| Q1 2022 | $499,000 | -5.3% | 1,860 | 0.0% | 0.16% | -6.8% |
| Q4 2021 | $527,000 | +7.8% | 1,860 | 0.0% | 0.18% | -1.7% |
| Q3 2021 | $489,000 | -2.2% | 1,860 | 0.0% | 0.18% | -5.8% |
| Q2 2021 | $500,000 | +3.3% | 1,860 | 0.0% | 0.19% | -10.4% |
| Q1 2021 | $484,000 | +13.3% | 1,860 | 0.0% | 0.21% | -17.8% |
| Q4 2020 | $427,000 | – | 1,860 | – | 0.26% | – |
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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% |