ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
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. | 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% |