ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,347 | +30.4% | 1,417 | +36.6% | 0.04% | +23.3% |
| Q2 2023 | $271,058 | +2.4% | 1,037 | -2.0% | 0.03% | +7.1% |
| Q1 2023 | $264,660 | -18.7% | 1,058 | -21.4% | 0.03% | -24.3% |
| Q4 2022 | $325,575 | +35.1% | 1,346 | +22.7% | 0.04% | +32.1% |
| Q3 2022 | $241,000 | -9.7% | 1,097 | -7.0% | 0.03% | 0.0% |
| Q2 2022 | $267,000 | -77.7% | 1,179 | -73.6% | 0.03% | -74.1% |
| Q1 2022 | $1,199,000 | +337.6% | 4,469 | +361.2% | 0.11% | +414.3% |
| Q4 2021 | $274,000 | +8.3% | 969 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $253,000 | -9.0% | 961 | -7.0% | 0.02% | -8.7% |
| Q2 2021 | $278,000 | -6.4% | 1,033 | -9.4% | 0.02% | -14.8% |
| Q1 2021 | $297,000 | +31.4% | 1,140 | +15.9% | 0.03% | +22.7% |
| Q4 2020 | $226,000 | -3.4% | 984 | -22.2% | 0.02% | -15.4% |
| Q3 2020 | $234,000 | -67.8% | 1,265 | -96.4% | 0.03% | -31.6% |
| Q4 2019 | $726,000 | +71.6% | 34,803 | +1490.6% | 0.04% | -34.5% |
| Q3 2019 | $423,000 | +110.4% | 2,188 | +107.2% | 0.06% | +9.4% |
| Q1 2019 | $201,000 | – | 1,056 | – | 0.05% | – |
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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% |