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 | $3,160,262 | +659.2% | 12,674 | +696.1% | 0.46% | +661.7% |
| Q2 2023 | $416,276 | -56.5% | 1,592 | -59.1% | 0.06% | -59.5% |
| Q1 2023 | $956,887 | -96.3% | 3,892 | -96.6% | 0.15% | -96.6% |
| Q3 2022 | $25,604,000 | -11.6% | 113,660 | +0.4% | 4.39% | -2.1% |
| Q2 2022 | $28,950,000 | +11.0% | 113,214 | +3.7% | 4.48% | +4.4% |
| Q1 2022 | $26,092,000 | -0.9% | 109,177 | +9.1% | 4.29% | +3.1% |
| Q3 2021 | $26,336,000 | +6.4% | 100,111 | +5.6% | 4.16% | +2.7% |
| Q2 2021 | $24,749,000 | -0.6% | 94,838 | +3.5% | 4.05% | -5.8% |
| Q1 2021 | $24,893,000 | +29.3% | 91,598 | +9.4% | 4.30% | +23.1% |
| Q4 2020 | $19,250,000 | +2416.3% | 83,756 | +2153.3% | 3.50% | +1118.1% |
| Q4 2019 | $765,000 | +78.3% | 3,717 | +64.2% | 0.29% | +48.7% |
| Q3 2019 | $429,000 | -93.0% | 2,264 | -92.9% | 0.19% | -93.7% |
| Q1 2019 | $6,130,000 | +269.7% | 31,932 | +275.1% | 3.07% | +217.9% |
| Q2 2018 | $1,658,000 | – | 8,514 | – | 0.97% | – |
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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% |