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 | $362,804 | +94380.2% | 1,455 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $384 | +6.7% | 1,470 | +2.2% | 0.02% | 0.0% |
| Q1 2023 | $360 | +3.4% | 1,438 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $348 | -99.9% | 1,438 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $315,000 | -26.9% | 1,438 | -24.4% | 0.02% | -25.9% |
| Q2 2022 | $431,000 | -89.0% | 1,903 | -87.0% | 0.03% | -86.4% |
| Q1 2022 | $3,934,000 | +403.1% | 14,662 | +430.8% | 0.20% | +395.0% |
| Q4 2021 | $782,000 | +7.6% | 2,762 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $727,000 | -2.0% | 2,762 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $742,000 | +27.1% | 2,762 | +23.2% | 0.04% | +16.7% |
| Q1 2021 | $584,000 | +13.4% | 2,242 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $515,000 | +37.3% | 2,242 | +10.8% | 0.04% | +16.7% |
| Q3 2020 | $375,000 | -1.6% | 2,024 | -5.6% | 0.03% | -9.1% |
| Q2 2020 | $381,000 | +23.7% | 2,144 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $308,000 | -50.3% | 2,144 | -28.9% | 0.03% | -45.0% |
| Q4 2019 | $620,000 | +33.6% | 3,014 | +25.5% | 0.06% | +22.4% |
| Q3 2019 | $464,000 | +12.6% | 2,401 | +13.3% | 0.05% | +11.4% |
| Q2 2019 | $412,000 | +2.5% | 2,120 | 0.0% | 0.04% | -6.4% |
| Q1 2019 | $402,000 | +12.9% | 2,120 | -1.2% | 0.05% | +14.6% |
| Q4 2018 | $356,000 | +56.8% | 2,145 | +68.9% | 0.04% | +41.4% |
| Q3 2017 | $227,000 | +2.7% | 1,270 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $221,000 | +1.8% | 1,270 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $217,000 | +3.3% | 1,270 | 0.0% | 0.03% | -9.4% |
| Q4 2016 | $210,000 | +4.0% | 1,270 | -4.4% | 0.03% | -31.9% |
| Q1 2015 | $202,000 | +0.5% | 1,329 | -5.5% | 0.05% | -17.5% |
| Q2 2014 | $201,000 | -2.4% | 1,407 | -5.9% | 0.06% | -9.5% |
| Q1 2014 | $206,000 | – | 1,496 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |