ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,209,109 | +330.5% | 125,162 | +351.5% | 1.06% | +102.7% |
| Q2 2023 | $7,249,355 | -9.3% | 27,724 | -13.2% | 0.52% | -13.2% |
| Q1 2023 | $7,992,484 | +16.8% | 31,949 | +12.9% | 0.60% | +7.1% |
| Q4 2022 | $6,844,858 | +164.2% | 28,297 | +139.4% | 0.56% | +130.6% |
| Q3 2022 | $2,591,000 | -1.9% | 11,818 | +1.2% | 0.24% | +0.8% |
| Q2 2022 | $2,640,000 | -24.5% | 11,674 | -10.5% | 0.24% | -11.0% |
| Q1 2022 | $3,499,000 | +2.3% | 13,037 | +7.8% | 0.27% | +9.2% |
| Q4 2021 | $3,422,000 | – | 12,089 | – | 0.25% | – |
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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% |