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 | $13,867,102 | -6.2% | 55,613 | -1.6% | 0.80% | -2.3% |
| Q2 2023 | $14,782,249 | +4.5% | 56,533 | -0.0% | 0.82% | -2.0% |
| Q1 2023 | $14,147,298 | +9.7% | 56,553 | +6.1% | 0.83% | +3.7% |
| Q4 2022 | $12,897,575 | +18.3% | 53,320 | +7.2% | 0.80% | +7.5% |
| Q3 2022 | $10,902,000 | +2389.0% | 49,724 | +2467.1% | 0.75% | +2472.4% |
| Q2 2022 | $438,000 | +50.0% | 1,937 | +77.7% | 0.03% | +81.2% |
| Q1 2022 | $292,000 | -5.5% | 1,090 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $309,000 | +32.1% | 1,090 | +22.5% | 0.02% | +23.1% |
| Q3 2021 | $234,000 | – | 890 | – | 0.01% | – |
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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% |