ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,555,723 | -5.1% | 26,291 | -0.5% | 6.68% | -0.9% |
| Q2 2023 | $6,909,544 | -0.8% | 26,425 | -5.1% | 6.75% | -2.9% |
| Q1 2023 | $6,968,144 | +4.1% | 27,854 | +0.7% | 6.95% | +3.2% |
| Q4 2022 | $6,692,068 | +9.2% | 27,666 | -1.0% | 6.73% | +0.0% |
| Q3 2022 | $6,130,000 | -3.3% | 27,955 | -0.2% | 6.73% | +5.2% |
| Q2 2022 | $6,339,000 | -14.9% | 28,021 | +1.0% | 6.40% | -3.8% |
| Q1 2022 | $7,445,000 | +0.4% | 27,743 | +5.9% | 6.65% | +2.5% |
| Q4 2021 | $7,417,000 | – | 26,202 | – | 6.49% | – |
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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% |