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 | $5,678,608 | -3.2% | 22,774 | +1.5% | 1.04% | +0.1% |
| Q2 2023 | $5,868,548 | +0.2% | 22,444 | -4.1% | 1.04% | -18.5% |
| Q1 2023 | $5,854,341 | +2.3% | 23,402 | -1.1% | 1.27% | +3.1% |
| Q4 2022 | $5,722,057 | +14.3% | 23,656 | +3.6% | 1.23% | -11.5% |
| Q3 2022 | $5,008,000 | +0.5% | 22,841 | +3.7% | 1.39% | +3.1% |
| Q2 2022 | $4,981,000 | -20.8% | 22,016 | -6.1% | 1.35% | -16.5% |
| Q1 2022 | $6,290,000 | +431.2% | 23,439 | +460.2% | 1.62% | +165.6% |
| Q4 2021 | $1,184,000 | +14.1% | 4,184 | +6.1% | 0.61% | +3.9% |
| Q3 2021 | $1,038,000 | -3.1% | 3,944 | -1.5% | 0.59% | -7.0% |
| Q2 2021 | $1,071,000 | -4.6% | 4,006 | -7.1% | 0.63% | -13.4% |
| Q1 2021 | $1,123,000 | +27.8% | 4,314 | +12.8% | 0.73% | +18.2% |
| Q4 2020 | $879,000 | – | 3,825 | – | 0.62% | – |
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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% |