ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $951,109 | -3.6% | 16,253 | +0.0% | 0.10% | -1.9% |
| Q1 2024 | $987,125 | +9.4% | 16,252 | +399.1% | 0.10% | -0.9% |
| Q4 2023 | $902,405 | +11.4% | 3,256 | +0.2% | 0.11% | +2.9% |
| Q3 2023 | $810,106 | -5.5% | 3,249 | -0.9% | 0.10% | -7.2% |
| Q2 2023 | $856,837 | +4.3% | 3,277 | -0.2% | 0.11% | -8.3% |
| Q1 2023 | $821,387 | +3.7% | 3,283 | +0.2% | 0.12% | -2.4% |
| Q4 2022 | $792,388 | +12.0% | 3,276 | +1.5% | 0.12% | -4.6% |
| Q3 2022 | $707,365 | -4.5% | 3,226 | -1.5% | 0.13% | -3.7% |
| Q2 2022 | $741,023 | -14.4% | 3,276 | +1.6% | 0.14% | -3.6% |
| Q1 2022 | $865,445 | – | 3,225 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |