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 | $4,796,938 | -13.8% | 19,236 | -9.6% | 0.24% | -12.8% |
| Q2 2023 | $5,566,856 | -1.0% | 21,289 | -5.3% | 0.28% | -4.4% |
| Q1 2023 | $5,623,539 | -1.3% | 22,479 | -4.5% | 0.29% | +1.4% |
| Q4 2022 | $5,696,212 | +4.0% | 23,548 | -5.6% | 0.29% | +8.2% |
| Q3 2022 | $5,475,000 | -4.1% | 24,944 | -1.2% | 0.27% | -2.9% |
| Q2 2022 | $5,712,000 | -18.9% | 25,252 | -3.8% | 0.28% | -28.7% |
| Q1 2022 | $7,044,000 | -2.7% | 26,238 | +2.6% | 0.39% | 0.0% |
| Q4 2021 | $7,239,000 | +2750.0% | 25,566 | +2541.1% | 0.39% | +2480.0% |
| Q3 2021 | $254,000 | -7.0% | 968 | -4.8% | 0.02% | 0.0% |
| Q2 2021 | $273,000 | +3.0% | 1,017 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $265,000 | +8.2% | 1,017 | -4.3% | 0.02% | 0.0% |
| Q4 2020 | $245,000 | -39.2% | 1,063 | -62.1% | 0.02% | -57.5% |
| Q1 2020 | $403,000 | -33.4% | 2,806 | -4.7% | 0.04% | -28.6% |
| Q4 2019 | $605,000 | -46.7% | 2,943 | -49.9% | 0.06% | -45.1% |
| Q3 2019 | $1,136,000 | +114.3% | 5,869 | +115.1% | 0.10% | +131.8% |
| Q2 2019 | $530,000 | -11.7% | 2,729 | -13.9% | 0.04% | -10.2% |
| Q1 2019 | $600,000 | +51.1% | 3,169 | +32.4% | 0.05% | +63.3% |
| Q4 2018 | $397,000 | +14.7% | 2,393 | +29.8% | 0.03% | 0.0% |
| Q1 2018 | $346,000 | +65.6% | 1,844 | +31.8% | 0.03% | +50.0% |
| Q2 2016 | $209,000 | +1.5% | 1,399 | -5.5% | 0.02% | -13.0% |
| Q4 2015 | $206,000 | – | 1,481 | – | 0.02% | – |
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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% |