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 | $4,695,179 | -3.4% | 18,830 | +1.3% | 1.67% | -0.1% |
| Q2 2023 | $4,859,782 | +6.0% | 18,586 | +1.4% | 1.67% | +2.0% |
| Q1 2023 | $4,586,453 | +7.3% | 18,334 | +3.7% | 1.64% | +4.7% |
| Q4 2022 | $4,275,126 | +24.0% | 17,674 | +12.4% | 1.57% | +11.2% |
| Q3 2022 | $3,447,000 | +0.6% | 15,720 | +3.7% | 1.41% | +5.5% |
| Q2 2022 | $3,428,000 | -9.2% | 15,152 | +7.6% | 1.34% | +5.7% |
| Q1 2022 | $3,777,000 | +4.9% | 14,077 | +10.7% | 1.26% | +12.2% |
| Q4 2021 | $3,600,000 | +7.0% | 12,718 | -0.5% | 1.13% | -1.2% |
| Q3 2021 | $3,363,000 | -0.7% | 12,782 | +1.4% | 1.14% | -0.3% |
| Q2 2021 | $3,387,000 | -0.5% | 12,603 | -3.6% | 1.14% | -7.0% |
| Q1 2021 | $3,404,000 | +12.8% | 13,080 | -0.4% | 1.23% | +3.0% |
| Q4 2020 | $3,017,000 | +27.2% | 13,126 | +2.6% | 1.20% | +11.5% |
| Q3 2020 | $2,371,000 | +5.4% | 12,796 | +1.1% | 1.07% | -0.5% |
| Q2 2020 | $2,250,000 | +27.1% | 12,656 | +2.8% | 1.08% | +5.6% |
| Q1 2020 | $1,770,000 | +176.1% | 12,307 | +295.3% | 1.02% | +266.9% |
| Q4 2019 | $641,000 | +10.1% | 3,113 | +3.4% | 0.28% | -2.5% |
| Q3 2019 | $582,000 | +6.0% | 3,012 | +6.5% | 0.28% | +2.2% |
| Q2 2019 | $549,000 | +8.5% | 2,827 | +5.8% | 0.28% | +5.3% |
| Q1 2019 | $506,000 | +11.9% | 2,673 | -1.8% | 0.26% | -0.7% |
| Q4 2018 | $452,000 | -95.4% | 2,723 | -97.2% | 0.27% | -96.0% |
| Q4 2015 | $9,869,000 | – | 97,548 | – | 6.61% | – |
Download | ||||||
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% |