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 | $308,693 | +2.2% | 1,237,991 | +7.2% | 0.64% | +4.2% |
| Q2 2023 | $301,927 | +9.5% | 1,154,685 | +4.8% | 0.61% | +6.0% |
| Q1 2023 | $275,645 | +5.2% | 1,101,876 | +1.7% | 0.58% | -8.1% |
| Q4 2022 | $262,072 | -99.9% | 1,083,437 | +7.7% | 0.63% | +10.9% |
| Q3 2022 | $220,529,000 | +5.1% | 1,005,788 | +8.5% | 0.57% | +3.8% |
| Q2 2022 | $209,771,000 | -3.3% | 927,247 | +14.7% | 0.55% | +10.3% |
| Q1 2022 | $216,946,000 | -5.6% | 808,477 | -0.4% | 0.50% | -4.2% |
| Q4 2021 | $229,747,000 | +13.0% | 811,600 | +5.0% | 0.52% | +1.6% |
| Q3 2021 | $203,344,000 | +1.6% | 772,968 | +3.8% | 0.51% | +0.4% |
| Q2 2021 | $200,096,000 | +7.1% | 744,601 | +3.7% | 0.51% | -4.0% |
| Q1 2021 | $186,846,000 | +12.1% | 717,868 | -1.0% | 0.53% | +5.6% |
| Q4 2020 | $166,650,000 | +2.9% | 725,101 | -17.0% | 0.50% | -9.4% |
| Q3 2020 | $161,936,000 | -2.7% | 873,870 | -6.6% | 0.55% | -11.9% |
| Q2 2020 | $166,354,000 | +22.6% | 935,523 | -0.8% | 0.63% | -0.6% |
| Q1 2020 | $135,678,000 | -36.1% | 943,130 | -8.6% | 0.63% | -21.8% |
| Q4 2019 | $212,448,000 | +15.0% | 1,032,205 | +8.0% | 0.81% | +2.5% |
| Q3 2019 | $184,717,000 | -0.2% | 955,947 | +0.4% | 0.79% | -3.3% |
| Q2 2019 | $185,046,000 | -0.3% | 952,568 | -2.8% | 0.82% | -4.9% |
| Q1 2019 | $185,656,000 | +18.0% | 980,237 | +3.4% | 0.86% | +2.5% |
| Q4 2018 | $157,385,000 | -18.1% | 947,763 | -0.7% | 0.84% | -9.1% |
| Q3 2018 | $192,116,000 | +1.8% | 954,424 | -1.5% | 0.92% | -6.7% |
| Q2 2018 | $188,649,000 | +6.8% | 968,522 | +2.9% | 0.99% | +2.8% |
| Q1 2018 | $176,627,000 | +1.2% | 941,660 | +2.4% | 0.96% | +0.6% |
| Q4 2017 | $174,462,000 | – | 919,285 | – | 0.95% | – |
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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% |