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 | $548,547 | -4.5% | 2,200 | +0.1% | 0.14% | -2.1% |
| Q2 2023 | $574,448 | +3.7% | 2,197 | -0.8% | 0.14% | -2.7% |
| Q1 2023 | $553,818 | +3.6% | 2,214 | +0.2% | 0.15% | -3.3% |
| Q4 2022 | $534,539 | +10.4% | 2,210 | +0.2% | 0.15% | +2.7% |
| Q3 2022 | $484,000 | -2.8% | 2,206 | +0.3% | 0.15% | +2.1% |
| Q2 2022 | $498,000 | -31.1% | 2,199 | -18.4% | 0.14% | -24.5% |
| Q1 2022 | $723,000 | -5.1% | 2,696 | +0.1% | 0.19% | -3.0% |
| Q4 2021 | $762,000 | +7.8% | 2,693 | +0.1% | 0.20% | -1.0% |
| Q3 2021 | $707,000 | – | 2,689 | – | 0.20% | – |
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% |