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 | $19,211,497 | -3.2% | 77,046 | +1.5% | 17.13% | -0.4% |
| Q2 2023 | $19,846,412 | +4.9% | 75,900 | +0.3% | 17.19% | -1.0% |
| Q1 2023 | $18,923,248 | +4.1% | 75,645 | +0.7% | 17.37% | -2.5% |
| Q4 2022 | $18,171,533 | +8.7% | 75,123 | +1.7% | 17.80% | +3.4% |
| Q2 2022 | $16,710,000 | -14.5% | 73,865 | +1.4% | 17.22% | +0.7% |
| Q1 2022 | $19,551,000 | +3.5% | 72,857 | +3.1% | 17.09% | +0.8% |
| Q4 2021 | $18,897,000 | – | 70,663 | – | 16.96% | – |
Download | ||||||
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% |