ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,257 | -32.5% | 5,043 | -29.2% | 0.75% | +1.6% |
| Q2 2023 | $1,861 | +4.5% | 7,118 | 0.0% | 0.74% | +3.6% |
| Q1 2023 | $1,781 | +2.8% | 7,118 | -0.6% | 0.71% | +6.6% |
| Q4 2022 | $1,733 | -99.9% | 7,164 | 0.0% | 0.67% | +4.0% |
| Q3 2022 | $1,571,000 | -3.1% | 7,164 | 0.0% | 0.64% | -4.7% |
| Q2 2022 | $1,621,000 | -15.7% | 7,164 | 0.0% | 0.68% | -1.9% |
| Q1 2022 | $1,922,000 | +2.1% | 7,164 | +7.7% | 0.69% | +8.2% |
| Q4 2021 | $1,882,000 | +73.0% | 6,649 | +60.8% | 0.64% | +8.1% |
| Q3 2021 | $1,088,000 | -2.1% | 4,134 | 0.0% | 0.59% | +14.8% |
| Q2 2021 | $1,111,000 | +3.3% | 4,134 | 0.0% | 0.51% | -3.4% |
| Q1 2021 | $1,076,000 | +13.3% | 4,134 | 0.0% | 0.53% | -13.2% |
| Q4 2020 | $950,000 | -62.5% | 4,134 | -69.7% | 0.61% | -47.6% |
| Q3 2020 | $2,530,000 | +4.2% | 13,652 | 0.0% | 1.17% | -1.2% |
| Q2 2020 | $2,428,000 | +23.6% | 13,652 | 0.0% | 1.18% | +21.5% |
| Q1 2020 | $1,964,000 | -28.1% | 13,652 | +2.8% | 0.97% | -4.8% |
| Q4 2019 | $2,733,000 | – | 13,277 | – | 1.02% | – |
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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% |