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 | $4,663,443 | +101.1% | 18,702 | +110.9% | 0.15% | +104.0% |
| Q2 2023 | $2,318,871 | +3.7% | 8,868 | -0.8% | 0.08% | -7.4% |
| Q1 2023 | $2,236,539 | +0.2% | 8,940 | -3.1% | 0.08% | 0.0% |
| Q4 2022 | $2,232,228 | +78.0% | 9,228 | +61.3% | 0.08% | +50.0% |
| Q3 2022 | $1,254,000 | +1.9% | 5,720 | +5.1% | 0.05% | +42.1% |
| Q2 2022 | $1,231,000 | -13.0% | 5,444 | +3.2% | 0.04% | -55.3% |
| Q1 2022 | $1,415,000 | -5.4% | 5,273 | -0.2% | 0.08% | -42.2% |
| Q4 2021 | $1,495,000 | +2.5% | 5,283 | -4.7% | 0.15% | -3.9% |
| Q3 2021 | $1,459,000 | -3.2% | 5,546 | -1.1% | 0.15% | +7.7% |
| Q2 2021 | $1,508,000 | +2.0% | 5,610 | -1.3% | 0.14% | -8.4% |
| Q1 2021 | $1,479,000 | -2.1% | 5,683 | -13.6% | 0.16% | +6.2% |
| Q4 2020 | $1,511,000 | +8.2% | 6,575 | -12.8% | 0.15% | +14.1% |
| Q3 2020 | $1,396,000 | -12.8% | 7,536 | -16.3% | 0.13% | -19.5% |
| Q2 2020 | $1,601,000 | -29.4% | 9,005 | -42.9% | 0.16% | -37.4% |
| Q1 2020 | $2,269,000 | -32.8% | 15,772 | -3.9% | 0.25% | -15.1% |
| Q4 2019 | $3,378,000 | – | 16,412 | – | 0.30% | – |
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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% |