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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $150,612 | -27.5% | 576 | -30.7% | 0.04% | -43.8% |
| Q1 2023 | $207,883 | -33.7% | 831 | -35.9% | 0.07% | -64.7% |
| Q4 2022 | $313,489 | -1.4% | 1,296 | -10.7% | 0.21% | -8.0% |
| Q3 2022 | $318,000 | -3.0% | 1,452 | 0.0% | 0.22% | +16.6% |
| Q2 2022 | $328,000 | -15.9% | 1,452 | 0.0% | 0.19% | -1.5% |
| Q1 2022 | $390,000 | -8.2% | 1,452 | -3.3% | 0.20% | -3.9% |
| Q4 2021 | $425,000 | +10.4% | 1,502 | +2.5% | 0.20% | +63.2% |
| Q3 2021 | $385,000 | -23.0% | 1,465 | -22.5% | 0.12% | -8.1% |
| Q2 2021 | $500,000 | +103.3% | 1,890 | +100.0% | 0.14% | +94.3% |
| Q1 2021 | $246,000 | +13.4% | 945 | 0.0% | 0.07% | +11.1% |
| Q4 2020 | $217,000 | -15.9% | 945 | -32.2% | 0.06% | -23.2% |
| Q3 2020 | $258,000 | +4.0% | 1,393 | 0.0% | 0.08% | -6.8% |
| Q2 2020 | $248,000 | -18.2% | 1,393 | -5.2% | 0.09% | -21.4% |
| Q4 2019 | $303,000 | +6.7% | 1,470 | 0.0% | 0.11% | +14.3% |
| Q3 2019 | $284,000 | -0.7% | 1,470 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $286,000 | +2.9% | 1,470 | 0.0% | 0.10% | +5.4% |
| Q1 2019 | $278,000 | -10.6% | 1,470 | -21.4% | 0.09% | -14.0% |
| Q4 2018 | $311,000 | -85.3% | 1,870 | -82.2% | 0.11% | -81.9% |
| Q3 2018 | $2,109,000 | +2.3% | 10,480 | -0.9% | 0.59% | -2.3% |
| Q2 2018 | $2,061,000 | +3.9% | 10,580 | 0.0% | 0.61% | +5.2% |
| Q1 2018 | $1,984,000 | -1.2% | 10,580 | 0.0% | 0.58% | +4.2% |
| Q4 2017 | $2,008,000 | +399.5% | 10,580 | +371.3% | 0.55% | +338.9% |
| Q3 2017 | $402,000 | -57.5% | 2,245 | -58.7% | 0.13% | -17.1% |
| Q2 2017 | $946,000 | +74.2% | 5,440 | +71.6% | 0.15% | -10.1% |
| Q1 2017 | $543,000 | -12.8% | 3,170 | -15.9% | 0.17% | -16.3% |
| Q4 2016 | $623,000 | – | 3,770 | – | 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% |