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 | $384,290 | -7.1% | 1,541 | -2.6% | 0.20% | -6.1% |
| Q2 2023 | $413,531 | -8.9% | 1,582 | -12.8% | 0.21% | -15.1% |
| Q1 2023 | $453,915 | +16.8% | 1,815 | +12.9% | 0.25% | +9.6% |
| Q4 2022 | $388,717 | +20.7% | 1,607 | +9.4% | 0.23% | +5.5% |
| Q3 2022 | $322,000 | -13.2% | 1,469 | -10.3% | 0.22% | -8.0% |
| Q2 2022 | $371,000 | -19.0% | 1,638 | -4.0% | 0.24% | -4.8% |
| Q1 2022 | $458,000 | -8.6% | 1,707 | -3.5% | 0.25% | -3.9% |
| Q4 2021 | $501,000 | – | 1,769 | – | 0.26% | – |
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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% |