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 | $2,533,825 | +28.8% | 10,115 | +37.2% | 0.80% | +29.5% |
| Q2 2023 | $1,967,693 | +49.6% | 7,374 | +38.3% | 0.61% | +35.2% |
| Q1 2023 | $1,315,618 | +15.1% | 5,332 | +16.9% | 0.45% | +7.8% |
| Q4 2022 | $1,142,758 | +31.5% | 4,563 | +19.5% | 0.42% | +16.3% |
| Q3 2022 | $869,000 | +144.1% | 3,819 | +148.8% | 0.36% | +86.6% |
| Q2 2022 | $356,000 | +67.1% | 1,535 | +93.6% | 0.19% | +104.2% |
| Q1 2022 | $213,000 | – | 793 | – | 0.10% | – |
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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% |