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 | $3,407,788 | +3.2% | 13,667 | +8.2% | 0.44% | +1.6% |
| Q2 2023 | $3,301,643 | -1.7% | 12,627 | -5.9% | 0.44% | -5.2% |
| Q1 2023 | $3,357,718 | +0.2% | 13,422 | -3.1% | 0.46% | -0.6% |
| Q4 2022 | $3,349,490 | +17.4% | 13,847 | +6.4% | 0.46% | +5.9% |
| Q3 2022 | $2,853,000 | +12.4% | 13,013 | +16.0% | 0.44% | +21.9% |
| Q2 2022 | $2,538,000 | +20.2% | 11,220 | +42.5% | 0.36% | +24.6% |
| Q1 2022 | $2,112,000 | -6.2% | 7,871 | -1.1% | 0.29% | +4.0% |
| Q4 2021 | $2,252,000 | +65.5% | 7,957 | +53.8% | 0.28% | +55.3% |
| Q3 2021 | $1,361,000 | +23.6% | 5,175 | +26.3% | 0.18% | +23.4% |
| Q2 2021 | $1,101,000 | – | 4,098 | – | 0.14% | – |
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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% |