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 | $491,268 | +0.3% | 1,970 | +5.2% | 0.29% | +0.7% |
| Q2 2023 | $489,692 | +3.3% | 1,873 | -1.2% | 0.29% | -2.7% |
| Q1 2023 | $474,147 | -6.8% | 1,895 | -9.9% | 0.30% | -10.5% |
| Q4 2022 | $508,657 | +7.5% | 2,103 | -2.5% | 0.33% | -0.3% |
| Q3 2022 | $473,000 | -20.4% | 2,157 | -17.9% | 0.34% | -14.1% |
| Q2 2022 | $594,000 | -42.2% | 2,627 | -27.7% | 0.39% | -30.7% |
| Q4 2021 | $1,028,000 | +17.1% | 3,632 | +11.0% | 0.56% | +11.3% |
| Q1 2021 | $878,000 | – | 3,272 | – | 0.51% | – |
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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% |