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. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |