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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,465 | +24.6% | 3,515 | +30.7% | 0.10% | +31.6% |
| Q2 2023 | $703,381 | +4.5% | 2,690 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $672,930 | +3.4% | 2,690 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $650,684 | +10.3% | 2,690 | 0.0% | 0.08% | +2.5% |
| Q3 2022 | $590,000 | -3.1% | 2,690 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $609,000 | -12.4% | 2,690 | +3.9% | 0.08% | +5.5% |
| Q1 2022 | $695,000 | -5.2% | 2,590 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $733,000 | – | 2,590 | – | 0.08% | – |
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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% |