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 | $821,832 | -6.1% | 3,296 | -1.6% | 0.03% | -8.6% |
| Q2 2023 | $875,670 | -4.7% | 3,349 | -8.9% | 0.04% | -12.5% |
| Q1 2023 | $919,312 | +10.5% | 3,675 | +6.9% | 0.04% | +2.6% |
| Q4 2022 | $831,835 | +10.0% | 3,439 | -0.3% | 0.04% | -2.5% |
| Q3 2022 | $756,000 | -5.9% | 3,449 | -2.8% | 0.04% | -4.8% |
| Q2 2022 | $803,000 | -20.4% | 3,549 | -5.6% | 0.04% | -16.0% |
| Q1 2022 | $1,009,000 | -16.0% | 3,759 | -11.4% | 0.05% | -16.7% |
| Q4 2021 | $1,201,000 | +27.9% | 4,242 | +18.8% | 0.06% | +13.2% |
| Q3 2021 | $939,000 | +63.3% | 3,571 | +66.8% | 0.05% | +51.4% |
| Q2 2021 | $575,000 | +32.2% | 2,141 | +28.1% | 0.04% | 0.0% |
| Q1 2021 | $435,000 | +5.6% | 1,672 | -6.8% | 0.04% | +12.9% |
| Q4 2020 | $412,000 | +56.7% | 1,794 | +26.4% | 0.03% | +40.9% |
| Q3 2020 | $263,000 | +10.5% | 1,419 | -14.1% | 0.02% | -15.4% |
| Q1 2020 | $238,000 | -21.5% | 1,652 | +12.4% | 0.03% | -21.2% |
| Q4 2019 | $303,000 | +9.0% | 1,470 | +2.2% | 0.03% | -2.9% |
| Q3 2019 | $278,000 | +3.7% | 1,439 | +4.4% | 0.03% | -2.9% |
| Q2 2019 | $268,000 | +1.9% | 1,379 | -0.6% | 0.04% | -7.9% |
| Q1 2019 | $263,000 | +27.7% | 1,387 | +11.8% | 0.04% | +8.6% |
| Q4 2018 | $206,000 | -17.6% | 1,241 | 0.0% | 0.04% | -20.5% |
| Q3 2018 | $250,000 | +3.3% | 1,241 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $242,000 | +3.9% | 1,241 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $233,000 | -15.3% | 1,241 | -14.5% | 0.05% | -22.0% |
| Q4 2017 | $275,000 | +32.9% | 1,451 | +25.5% | 0.06% | +22.9% |
| Q3 2017 | $207,000 | +1.0% | 1,156 | -2.0% | 0.05% | -4.0% |
| Q2 2017 | $205,000 | -2.8% | 1,179 | -4.1% | 0.05% | -5.7% |
| Q1 2017 | $211,000 | -36.1% | 1,229 | -38.5% | 0.05% | -34.6% |
| Q4 2016 | $330,000 | +22.7% | 1,997 | +14.8% | 0.08% | +15.7% |
| Q3 2016 | $269,000 | +2.3% | 1,739 | -1.1% | 0.07% | +1.4% |
| Q2 2016 | $263,000 | – | 1,758 | – | 0.07% | – |
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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% |