ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,948 | -4.6% | 80 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $20,918 | +4.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $20,013 | +3.4% | 80 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $19,351 | +7.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 80 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $18,000 | -14.3% | 80 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $21,000 | -8.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 80 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $21,000 | +16.7% | 80 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $18,000 | +20.0% | 80 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $15,000 | +7.1% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 80 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 80 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +25.0% | 80 | +6.7% | 0.01% | +10.0% |
| Q4 2018 | $12,000 | -20.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 75 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $15,000 | +7.1% | 75 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $14,000 | 0.0% | 75 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $14,000 | +7.7% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 75 | -1.3% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 76 | +1.3% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | – | 75 | – | 0.01% | – |
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% |