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 | $753,219 | -4.2% | 3,007 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $786,271 | +4.1% | 3,007 | -0.4% | 0.04% | -2.2% |
| Q1 2023 | $754,983 | +6.4% | 3,018 | +2.9% | 0.05% | +4.5% |
| Q4 2022 | $709,463 | +9.5% | 2,933 | -0.7% | 0.04% | +4.8% |
| Q3 2022 | $648,000 | -3.1% | 2,955 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $669,000 | -6.2% | 2,955 | +11.2% | 0.04% | +7.9% |
| Q1 2022 | $713,000 | +1.0% | 2,657 | +6.6% | 0.04% | +5.6% |
| Q4 2021 | $706,000 | -46.2% | 2,493 | -50.0% | 0.04% | +2.9% |
| Q3 2021 | $1,312,000 | +95.8% | 4,986 | +100.0% | 0.04% | 0.0% |
| Q2 2021 | $670,000 | +3.2% | 2,493 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $649,000 | +9.8% | 2,493 | -3.1% | 0.04% | +2.9% |
| Q4 2020 | $591,000 | +23.6% | 2,573 | -0.2% | 0.04% | +12.9% |
| Q3 2020 | $478,000 | +4.1% | 2,578 | -0.2% | 0.03% | -6.1% |
| Q2 2020 | $459,000 | +25.1% | 2,584 | +1.4% | 0.03% | +3.1% |
| Q1 2020 | $367,000 | -30.0% | 2,548 | 0.0% | 0.03% | -13.5% |
| Q4 2019 | $524,000 | +118.3% | 2,548 | +113.6% | 0.04% | +105.6% |
| Q3 2018 | $240,000 | -7.0% | 1,193 | -10.0% | 0.02% | -14.3% |
| Q2 2018 | $258,000 | – | 1,325 | – | 0.02% | – |
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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% |