ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,438 | -4.2% | 2,019 | +0.4% | 0.12% | +3.5% |
| Q2 2023 | $525,575 | +4.5% | 2,010 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $502,822 | +3.4% | 2,010 | 0.0% | 0.12% | +1.8% |
| Q4 2022 | $486,199 | +10.2% | 2,010 | 0.0% | 0.11% | +5.6% |
| Q3 2022 | $441,000 | -2.9% | 2,010 | 0.0% | 0.11% | +4.9% |
| Q2 2022 | $454,000 | -15.8% | 2,010 | 0.0% | 0.10% | +2.0% |
| Q1 2022 | $539,000 | -5.3% | 2,010 | 0.0% | 0.10% | -6.5% |
| Q4 2021 | $569,000 | +7.6% | 2,010 | 0.0% | 0.11% | -1.8% |
| Q3 2021 | $529,000 | -2.0% | 2,010 | 0.0% | 0.11% | -6.8% |
| Q2 2021 | $540,000 | +3.3% | 2,010 | 0.0% | 0.12% | -4.9% |
| Q1 2021 | $523,000 | +13.2% | 2,010 | 0.0% | 0.12% | -6.8% |
| Q4 2020 | $462,000 | +24.2% | 2,010 | 0.0% | 0.13% | +11.9% |
| Q3 2020 | $372,000 | +4.2% | 2,010 | 0.0% | 0.12% | +3.5% |
| Q2 2020 | $357,000 | +23.5% | 2,010 | 0.0% | 0.11% | +8.6% |
| Q1 2020 | $289,000 | -30.0% | 2,010 | 0.0% | 0.10% | -13.2% |
| Q4 2019 | $413,000 | +6.4% | 2,010 | 0.0% | 0.12% | -9.0% |
| Q3 2019 | $388,000 | -0.5% | 2,010 | 0.0% | 0.13% | +0.8% |
| Q2 2019 | $390,000 | +2.4% | 2,010 | 0.0% | 0.13% | -18.5% |
| Q1 2019 | $381,000 | +14.1% | 2,010 | 0.0% | 0.16% | -0.6% |
| Q4 2018 | $334,000 | -17.5% | 2,010 | 0.0% | 0.16% | -16.4% |
| Q3 2018 | $405,000 | +3.3% | 2,010 | 0.0% | 0.20% | -9.3% |
| Q2 2018 | $392,000 | -6.7% | 2,010 | -10.3% | 0.22% | -8.5% |
| Q1 2018 | $420,000 | -1.2% | 2,240 | 0.0% | 0.24% | -12.0% |
| Q4 2017 | $425,000 | -32.0% | 2,240 | -35.8% | 0.27% | +36.9% |
| Q3 2017 | $625,000 | +3.0% | 3,491 | 0.0% | 0.20% | -1.5% |
| Q2 2017 | $607,000 | – | 3,491 | – | 0.20% | – |
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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% |