ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,836 | -44.4% | 4,282 | -41.7% | 0.61% | -40.9% |
| Q2 2023 | $1,920,434 | +2.9% | 7,344 | -1.6% | 1.04% | -7.8% |
| Q1 2023 | $1,866,629 | -1.9% | 7,462 | -5.1% | 1.13% | -6.4% |
| Q4 2022 | $1,902,984 | +28.3% | 7,867 | +16.3% | 1.20% | +10.6% |
| Q3 2022 | $1,483,000 | -2.8% | 6,764 | +0.3% | 1.09% | +1.1% |
| Q2 2022 | $1,526,000 | -17.0% | 6,745 | -1.6% | 1.08% | -3.5% |
| Q1 2022 | $1,839,000 | +5.1% | 6,854 | +10.9% | 1.12% | +6.2% |
| Q4 2021 | $1,749,000 | +4.5% | 6,179 | -2.9% | 1.05% | -3.6% |
| Q3 2021 | $1,674,000 | -2.6% | 6,365 | -0.5% | 1.09% | -2.2% |
| Q2 2021 | $1,719,000 | -26.5% | 6,396 | -28.8% | 1.11% | -29.0% |
| Q1 2021 | $2,339,000 | -15.0% | 8,988 | -24.9% | 1.57% | -24.1% |
| Q4 2020 | $2,751,000 | -39.1% | 11,968 | -50.9% | 2.07% | -48.7% |
| Q3 2020 | $4,515,000 | +3.8% | 24,366 | -0.4% | 4.03% | -11.6% |
| Q2 2020 | $4,351,000 | +23.2% | 24,468 | -0.4% | 4.56% | -3.6% |
| Q1 2020 | $3,532,000 | -34.1% | 24,554 | -5.7% | 4.73% | +5.0% |
| Q4 2019 | $5,359,000 | – | 26,040 | – | 4.50% | – |
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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% |