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 | $253,340 | -30.1% | 1,016 | -26.7% | 0.02% | -29.2% |
| Q2 2023 | $362,411 | +23.3% | 1,386 | +18.0% | 0.02% | +14.3% |
| Q1 2023 | $293,938 | +25.8% | 1,175 | +21.6% | 0.02% | +16.7% |
| Q4 2022 | $233,666 | -9.1% | 966 | -17.5% | 0.02% | -10.0% |
| Q3 2022 | $257,000 | -14.6% | 1,171 | -12.0% | 0.02% | -9.1% |
| Q2 2022 | $301,000 | -23.2% | 1,331 | -8.8% | 0.02% | -12.0% |
| Q1 2022 | $392,000 | +6.2% | 1,460 | +12.0% | 0.02% | +4.2% |
| Q4 2021 | $369,000 | +7.6% | 1,304 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $343,000 | -2.0% | 1,304 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $350,000 | +2.3% | 1,304 | -0.8% | 0.02% | -7.4% |
| Q1 2021 | $342,000 | +7.2% | 1,315 | -5.4% | 0.03% | 0.0% |
| Q4 2020 | $319,000 | +7.4% | 1,390 | -13.4% | 0.03% | -3.6% |
| Q3 2020 | $297,000 | -1.3% | 1,605 | -5.3% | 0.03% | -15.2% |
| Q2 2020 | $301,000 | -12.8% | 1,695 | -29.4% | 0.03% | -19.5% |
| Q1 2020 | $345,000 | -37.7% | 2,400 | -10.9% | 0.04% | -28.1% |
| Q4 2019 | $554,000 | +6.9% | 2,694 | +0.4% | 0.06% | -5.0% |
| Q3 2019 | $518,000 | +28.2% | 2,683 | +29.0% | 0.06% | +27.7% |
| Q2 2019 | $404,000 | -4.7% | 2,080 | -7.1% | 0.05% | -7.8% |
| Q1 2019 | $424,000 | +22.2% | 2,239 | +7.1% | 0.05% | -1.9% |
| Q4 2018 | $347,000 | +16.1% | 2,091 | +30.4% | 0.05% | +48.6% |
| Q3 2018 | $299,000 | -15.8% | 1,604 | -12.0% | 0.04% | -23.9% |
| Q2 2018 | $355,000 | +76.6% | 1,822 | +70.4% | 0.05% | +76.9% |
| Q1 2018 | $201,000 | – | 1,069 | – | 0.03% | – |
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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% |