ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,272 | -4.6% | 1,505 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $393,527 | +57.0% | 1,505 | +50.2% | 0.09% | +48.3% |
| Q1 2023 | $250,660 | +5.5% | 1,002 | +2.0% | 0.06% | 0.0% |
| Q4 2022 | $237,536 | +112.1% | 982 | +91.8% | 0.06% | +100.0% |
| Q3 2022 | $112,000 | -3.4% | 512 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $116,000 | -15.3% | 512 | 0.0% | 0.03% | -18.4% |
| Q1 2022 | $137,000 | -5.5% | 512 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $145,000 | +7.4% | 512 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $135,000 | -2.2% | 512 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $138,000 | +3.8% | 512 | 0.0% | 0.04% | -11.9% |
| Q1 2021 | $133,000 | +12.7% | 512 | 0.0% | 0.04% | +5.0% |
| Q4 2020 | $118,000 | -82.1% | 512 | -86.2% | 0.04% | -85.1% |
| Q2 2020 | $659,000 | +8.2% | 3,706 | -12.4% | 0.27% | -11.8% |
| Q1 2020 | $609,000 | -44.0% | 4,233 | -20.0% | 0.30% | -18.9% |
| Q4 2019 | $1,088,000 | -3.1% | 5,288 | -9.0% | 0.38% | -10.3% |
| Q3 2019 | $1,123,000 | -59.8% | 5,812 | -59.6% | 0.42% | -61.9% |
| Q2 2019 | $2,795,000 | -11.5% | 14,386 | -13.7% | 1.10% | -19.5% |
| Q1 2019 | $3,158,000 | +12.2% | 16,674 | -1.6% | 1.36% | +15.5% |
| Q4 2018 | $2,814,000 | – | 16,944 | – | 1.18% | – |
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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% |