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 | $397,713 | -4.6% | 1,595 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $417,061 | +4.5% | 1,595 | 0.0% | 0.10% | -5.9% |
| Q1 2023 | $399,005 | +6.6% | 1,595 | +3.1% | 0.10% | -17.2% |
| Q4 2022 | $374,204 | -32.1% | 1,547 | -38.5% | 0.12% | -34.4% |
| Q3 2022 | $551,000 | -3.8% | 2,515 | -0.8% | 0.19% | 0.0% |
| Q2 2022 | $573,000 | -15.7% | 2,535 | 0.0% | 0.19% | -7.0% |
| Q1 2022 | $680,000 | -5.6% | 2,535 | -0.4% | 0.20% | -3.8% |
| Q4 2021 | $720,000 | +7.5% | 2,545 | 0.0% | 0.21% | -5.0% |
| Q3 2021 | $670,000 | +0.3% | 2,545 | +2.4% | 0.22% | -1.8% |
| Q2 2021 | $668,000 | +10.6% | 2,486 | +7.1% | 0.22% | -7.1% |
| Q1 2021 | $604,000 | – | 2,321 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |