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 | $4,027,003 | -6.6% | 16,150 | -2.0% | 2.92% | -6.9% |
| Q2 2023 | $4,309,714 | -48.6% | 16,482 | -50.8% | 3.14% | -4.6% |
| Q1 2023 | $8,387,366 | +104.1% | 33,528 | +97.4% | 3.29% | -6.3% |
| Q4 2022 | $4,109,470 | +9.0% | 16,989 | -1.2% | 3.52% | -3.6% |
| Q3 2022 | $3,769,000 | -1.8% | 17,191 | +1.4% | 3.64% | +1.9% |
| Q2 2022 | $3,837,000 | -18.8% | 16,961 | -3.7% | 3.58% | -4.1% |
| Q1 2022 | $4,726,000 | -5.4% | 17,612 | -0.2% | 3.73% | -3.2% |
| Q4 2021 | $4,996,000 | – | 17,651 | – | 3.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |