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 | $19,805,582 | -3.4% | 79,420 | +1.3% | 14.41% | -1.1% |
| Q2 2023 | $20,502,165 | +6.3% | 78,399 | +1.7% | 14.57% | -2.3% |
| Q1 2023 | $19,291,093 | +4.4% | 77,108 | +1.0% | 14.91% | -4.9% |
| Q4 2022 | $18,475,871 | +11.0% | 76,373 | +0.6% | 15.68% | -0.1% |
| Q3 2022 | $16,650,000 | -2.7% | 75,929 | +0.4% | 15.70% | -2.7% |
| Q2 2022 | $17,108,000 | -15.1% | 75,593 | +0.6% | 16.14% | -0.7% |
| Q1 2022 | $20,156,000 | -2.2% | 75,108 | +3.2% | 16.26% | +1.1% |
| Q4 2021 | $20,607,000 | – | 72,757 | – | 16.08% | – |
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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% |