ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,713,000 | +1.4% | 7,813 | +4.6% | 0.32% | +26.7% |
| Q2 2022 | $1,689,000 | -22.1% | 7,467 | -7.6% | 0.25% | -7.7% |
| Q1 2022 | $2,169,000 | -1.8% | 8,082 | +3.6% | 0.27% | +8.8% |
| Q4 2021 | $2,208,000 | +2.6% | 7,799 | -2.6% | 0.25% | -12.3% |
| Q3 2021 | $2,153,000 | 0.0% | 8,010 | 0.0% | 0.28% | +0.4% |
| Q2 2021 | $2,153,000 | -0.9% | 8,010 | -4.0% | 0.28% | -5.0% |
| Q1 2021 | $2,172,000 | +14.2% | 8,345 | +0.8% | 0.30% | +15.4% |
| Q4 2020 | $1,902,000 | +22.9% | 8,275 | -1.0% | 0.26% | +9.3% |
| Q3 2020 | $1,548,000 | +11.9% | 8,355 | +7.4% | 0.24% | +4.9% |
| Q2 2020 | $1,383,000 | +37.2% | 7,780 | +11.1% | 0.23% | +14.1% |
| Q1 2020 | $1,008,000 | -33.0% | 7,005 | -4.1% | 0.20% | -14.3% |
| Q4 2019 | $1,504,000 | +2.9% | 7,305 | -3.4% | 0.23% | -3.3% |
| Q3 2019 | $1,462,000 | +31.1% | 7,565 | +31.8% | 0.24% | +23.2% |
| Q2 2019 | $1,115,000 | +2.6% | 5,740 | 0.0% | 0.19% | -3.5% |
| Q1 2019 | $1,087,000 | +10.2% | 5,740 | -3.4% | 0.20% | -1.0% |
| Q4 2018 | $986,000 | -17.6% | 5,940 | 0.0% | 0.20% | -2.9% |
| Q3 2018 | $1,196,000 | -31.9% | 5,940 | -34.1% | 0.21% | -37.4% |
| Q2 2018 | $1,756,000 | +58.6% | 9,015 | +52.8% | 0.33% | +56.1% |
| Q1 2018 | $1,107,000 | +0.7% | 5,900 | +1.9% | 0.21% | +1.4% |
| Q4 2017 | $1,099,000 | +5.9% | 5,790 | -0.2% | 0.21% | -4.1% |
| Q3 2017 | $1,038,000 | – | 5,800 | – | 0.22% | – |
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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% |