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 | $570,411 | -16.2% | 2,287 | -12.2% | 0.00% | – |
| Q2 2023 | $681,066 | +35.8% | 2,604 | +29.9% | 0.00% | – |
| Q1 2023 | $501,372 | +114368.5% | 2,004 | +10.7% | 0.00% | – |
| Q4 2022 | $438 | -99.8% | 1,810 | +70.4% | 0.00% | – |
| Q3 2022 | $233,000 | -55.4% | 1,062 | -54.0% | 0.00% | – |
| Q2 2022 | $523,000 | -57.9% | 2,310 | -50.0% | 0.00% | -100.0% |
| Q1 2022 | $1,241,000 | +1.6% | 4,623 | +7.2% | 0.00% | 0.0% |
| Q4 2021 | $1,221,000 | +181.3% | 4,313 | +161.7% | 0.00% | – |
| Q3 2021 | $434,000 | +59.6% | 1,648 | +57.7% | 0.00% | – |
| Q1 2021 | $272,000 | -46.5% | 1,045 | -52.7% | 0.00% | – |
| Q4 2020 | $508,000 | 0.0% | 2,211 | -37.4% | 0.00% | -100.0% |
| Q1 2020 | $508,000 | +64.4% | 3,532 | +121.2% | 0.00% | – |
| Q3 2019 | $309,000 | -5.5% | 1,597 | -5.1% | 0.00% | – |
| Q2 2019 | $327,000 | -36.4% | 1,682 | -42.7% | 0.00% | – |
| Q1 2019 | $514,000 | +70.8% | 2,936 | +62.0% | 0.00% | – |
| Q4 2018 | $301,000 | -42.1% | 1,812 | -29.9% | 0.00% | -100.0% |
| Q3 2018 | $520,000 | +116.7% | 2,584 | +104.3% | 0.00% | – |
| Q4 2017 | $240,000 | -11.8% | 1,265 | -16.8% | 0.00% | – |
| Q3 2017 | $272,000 | +9.7% | 1,521 | +6.8% | 0.00% | – |
| Q2 2017 | $248,000 | -26.2% | 1,424 | -34.4% | 0.00% | -100.0% |
| Q3 2016 | $336,000 | +26.3% | 2,170 | +11.7% | 0.00% | 0.0% |
| Q3 2014 | $266,000 | – | 1,943 | – | 0.00% | – |
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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% |