ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,460,258 | -4.3% | 17,888 | +0.3% | 1.20% | -6.6% |
| Q2 2023 | $4,662,330 | +5.7% | 17,831 | +1.2% | 1.29% | -1.2% |
| Q1 2023 | $4,409,912 | +101957.7% | 17,628 | -1.3% | 1.30% | -9.1% |
| Q4 2022 | $4,321 | -99.9% | 17,862 | -1.1% | 1.43% | -14.4% |
| Q3 2022 | $3,959,000 | -2.9% | 18,056 | +0.2% | 1.68% | -13.7% |
| Q2 2022 | $4,077,000 | -18.0% | 18,021 | -2.7% | 1.94% | +6.1% |
| Q1 2022 | $4,970,000 | -4.6% | 18,519 | +0.6% | 1.83% | -14.1% |
| Q4 2021 | $5,212,000 | +14.7% | 18,413 | +6.6% | 2.13% | +49.4% |
| Q3 2021 | $4,544,000 | +0.5% | 17,271 | +2.2% | 1.43% | -1.7% |
| Q2 2021 | $4,522,000 | +0.3% | 16,905 | +0.2% | 1.45% | +0.8% |
| Q1 2021 | $4,508,000 | – | 16,864 | – | 1.44% | – |
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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% |