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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,238,691 | +139.9% | 9,255 | +117.7% | 0.40% | +125.1% |
Q3 2022 | $933,000 | +8.4% | 4,252 | +11.7% | 0.18% | +17.0% |
Q2 2022 | $861,000 | -14.4% | 3,807 | +1.5% | 0.15% | +1.3% |
Q1 2022 | $1,006,000 | -31.9% | 3,751 | -28.2% | 0.15% | +1.3% |
Q4 2021 | $1,478,000 | +46.8% | 5,221 | +36.4% | 0.15% | +35.5% |
Q3 2021 | $1,007,000 | +41.2% | 3,827 | +44.3% | 0.11% | +41.0% |
Q2 2021 | $713,000 | +17.9% | 2,653 | +14.1% | 0.08% | +9.9% |
Q1 2021 | $605,000 | +8.4% | 2,325 | -4.4% | 0.07% | -1.4% |
Q4 2020 | $558,000 | +28.3% | 2,431 | +3.4% | 0.07% | +24.1% |
Q3 2020 | $435,000 | – | 2,350 | – | 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% |