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 2023 | $1,039,337 | -4.6% | 4,168 | 0.0% | 0.12% | +4.4% |
| Q2 2023 | $1,089,898 | +4.5% | 4,168 | 0.0% | 0.11% | +1.8% |
| Q1 2023 | $1,042,695 | +3.4% | 4,168 | 0.0% | 0.11% | -11.2% |
| Q4 2022 | $1,008,200 | +203.7% | 4,168 | +175.8% | 0.12% | +197.6% |
| Q3 2022 | $332,000 | -2.9% | 1,511 | 0.0% | 0.04% | +5.0% |
| Q2 2022 | $342,000 | -15.6% | 1,511 | 0.0% | 0.04% | +11.1% |
| Q1 2022 | $405,000 | -4.9% | 1,511 | +0.5% | 0.04% | +9.1% |
| Q4 2021 | $426,000 | +8.4% | 1,504 | +0.5% | 0.03% | -5.7% |
| Q3 2021 | $393,000 | -2.2% | 1,496 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $402,000 | +3.3% | 1,496 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $389,000 | +13.1% | 1,496 | 0.0% | 0.04% | +2.8% |
| Q4 2020 | $344,000 | +16.6% | 1,496 | -6.3% | 0.04% | +2.9% |
| Q3 2020 | $295,000 | +10.9% | 1,596 | +6.7% | 0.04% | -2.8% |
| Q2 2020 | $266,000 | +23.7% | 1,496 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $215,000 | -54.5% | 1,496 | -34.9% | 0.03% | -39.6% |
| Q4 2019 | $473,000 | +20.1% | 2,298 | +12.9% | 0.05% | +10.4% |
| Q3 2019 | $394,000 | -25.5% | 2,036 | -25.2% | 0.05% | -27.3% |
| Q2 2019 | $529,000 | +79.3% | 2,723 | +74.8% | 0.07% | +65.0% |
| Q1 2019 | $295,000 | 0.0% | 1,558 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $295,000 | 0.0% | 1,558 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $295,000 | -98.8% | 1,558 | -99.1% | 0.04% | -98.7% |
| Q2 2014 | $23,725,000 | +5.1% | 165,817 | +1.0% | 3.18% | -4.9% |
| Q1 2014 | $22,564,000 | – | 164,136 | – | 3.34% | – |
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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% |