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 | $317,423 | -4.6% | 1,273 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $332,864 | +4.5% | 1,273 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $318,454 | -8.9% | 1,273 | -11.9% | 0.01% | -13.3% |
| Q4 2022 | $349,531 | +10.3% | 1,445 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $317,000 | +54.6% | 1,445 | +59.7% | 0.01% | +75.0% |
| Q2 2022 | $205,000 | -12.8% | 905 | +3.5% | 0.01% | -20.0% |
| Q1 2022 | $235,000 | -4.9% | 874 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $247,000 | -34.7% | 874 | -39.2% | 0.01% | -35.7% |
| Q3 2021 | $378,000 | -44.5% | 1,437 | -43.3% | 0.01% | -39.1% |
| Q2 2021 | $681,000 | -1.6% | 2,535 | -4.6% | 0.02% | +4.5% |
| Q1 2021 | $692,000 | +13.3% | 2,657 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $611,000 | +24.2% | 2,657 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $492,000 | +4.2% | 2,657 | 0.0% | 0.02% | +26.7% |
| Q2 2020 | $472,000 | +23.6% | 2,657 | 0.0% | 0.02% | +50.0% |
| Q1 2020 | $382,000 | – | 2,657 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |