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 | $687,209 | -5.1% | 2,756 | -0.5% | 0.08% | -1.2% |
| Q2 2023 | $724,300 | +38.5% | 2,770 | +32.5% | 0.08% | +30.8% |
| Q1 2023 | $522,834 | +3.4% | 2,090 | 0.0% | 0.06% | -3.0% |
| Q4 2022 | $505,550 | +10.4% | 2,090 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $458,000 | -3.2% | 2,090 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $473,000 | -23.7% | 2,090 | -9.5% | 0.06% | -11.0% |
| Q1 2022 | $620,000 | -5.2% | 2,309 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $654,000 | +7.7% | 2,309 | 0.0% | 0.07% | -3.9% |
| Q3 2021 | $607,000 | -2.1% | 2,309 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $620,000 | – | 2,309 | – | 0.08% | – |
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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% |