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 | $350,093 | -8.8% | 1,437 | +1.8% | 0.16% | -6.2% |
Q2 2023 | $383,696 | +11.4% | 1,411 | +0.1% | 0.18% | +2.9% |
Q1 2023 | $344,318 | -6.1% | 1,410 | -1.3% | 0.17% | -10.0% |
Q4 2022 | $366,620 | +82.4% | 1,429 | +60.7% | 0.19% | +48.4% |
Q3 2022 | $201,000 | -1.5% | 889 | +0.2% | 0.13% | +13.3% |
Q2 2022 | $204,000 | -17.4% | 887 | -1.3% | 0.11% | +3.7% |
Q4 2021 | $247,000 | 0.0% | 899 | 0.0% | 0.11% | -5.2% |
Q3 2021 | $247,000 | +1.6% | 899 | -0.4% | 0.12% | -2.5% |
Q2 2021 | $243,000 | 0.0% | 903 | +0.1% | 0.12% | -3.3% |
Q1 2021 | $243,000 | -24.1% | 902 | -35.3% | 0.12% | -35.4% |
Q4 2020 | $320,000 | +24.0% | 1,394 | +0.1% | 0.19% | +11.8% |
Q3 2020 | $258,000 | +4.5% | 1,393 | +0.1% | 0.17% | -4.0% |
Q2 2020 | $247,000 | -12.4% | 1,391 | +1.5% | 0.18% | -5.4% |
Q4 2019 | $282,000 | – | 1,370 | – | 0.19% | – |
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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% |