ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $351,000 | +12.9% | 1,528 | -8.8% | 0.11% | -9.0% |
| Q3 2020 | $311,000 | -0.6% | 1,676 | -4.9% | 0.12% | -8.3% |
| Q2 2020 | $313,000 | +24.2% | 1,763 | +0.7% | 0.13% | +3.9% |
| Q1 2020 | $252,000 | -42.3% | 1,750 | -17.5% | 0.13% | -14.7% |
| Q4 2019 | $437,000 | -16.1% | 2,122 | -21.3% | 0.15% | -16.2% |
| Q3 2019 | $521,000 | -35.4% | 2,695 | -35.1% | 0.18% | -35.8% |
| Q2 2019 | $807,000 | -3.9% | 4,155 | -6.3% | 0.28% | -9.7% |
| Q1 2019 | $840,000 | +10.4% | 4,435 | -3.2% | 0.31% | -8.0% |
| Q4 2018 | $761,000 | -44.5% | 4,583 | -32.7% | 0.34% | -36.7% |
| Q3 2018 | $1,370,000 | +5.5% | 6,805 | +2.1% | 0.53% | -3.5% |
| Q2 2018 | $1,298,000 | +2.4% | 6,664 | -1.4% | 0.55% | -20.7% |
| Q1 2018 | $1,268,000 | -6.2% | 6,759 | -5.1% | 0.69% | -0.3% |
| Q4 2017 | $1,352,000 | +3.7% | 7,122 | -2.3% | 0.70% | -3.6% |
| Q3 2017 | $1,304,000 | +10.1% | 7,288 | +7.1% | 0.72% | +5.2% |
| Q2 2017 | $1,184,000 | -1.0% | 6,807 | -2.5% | 0.69% | -5.5% |
| Q1 2017 | $1,196,000 | +0.1% | 6,983 | -3.4% | 0.73% | +3.0% |
| Q4 2016 | $1,195,000 | -21.7% | 7,229 | -26.7% | 0.70% | -27.6% |
| Q3 2016 | $1,526,000 | -4.9% | 9,861 | -8.2% | 0.97% | -3.7% |
| Q2 2016 | $1,605,000 | -11.3% | 10,747 | -14.3% | 1.01% | -39.5% |
| Q1 2016 | $1,809,000 | – | 12,545 | – | 1.67% | – |
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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% |