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% | – |
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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% |