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 | $121,719 | -2.0% | 488 | +2.7% | 0.06% | 0.0% |
| Q2 2023 | $124,241 | +7.2% | 475 | +2.6% | 0.06% | +1.6% |
| Q1 2023 | $115,861 | +107178.7% | 463 | +3.8% | 0.06% | 0.0% |
| Q4 2022 | $108 | -99.9% | 446 | +4.2% | 0.06% | +1.6% |
| Q3 2022 | $94,000 | +1.1% | 428 | +4.6% | 0.06% | +5.1% |
| Q2 2022 | $93,000 | -10.6% | 409 | +5.1% | 0.06% | +3.5% |
| Q1 2022 | $104,000 | +1.0% | 389 | +6.9% | 0.06% | +14.0% |
| Q4 2021 | $103,000 | +21.2% | 364 | +12.7% | 0.05% | +6.4% |
| Q3 2021 | $85,000 | 0.0% | 323 | +1.6% | 0.05% | 0.0% |
| Q2 2021 | $85,000 | +6.2% | 318 | +2.9% | 0.05% | -9.6% |
| Q1 2021 | $80,000 | +135.3% | 309 | +110.2% | 0.05% | +116.7% |
| Q4 2020 | $34,000 | +54.5% | 147 | +23.5% | 0.02% | +41.2% |
| Q3 2020 | $22,000 | +4.8% | 119 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $21,000 | +23.5% | 119 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $17,000 | -51.4% | 119 | -29.2% | 0.02% | -37.9% |
| Q4 2019 | $35,000 | -20.5% | 168 | -26.3% | 0.03% | -23.7% |
| Q3 2019 | $44,000 | 0.0% | 228 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $44,000 | +120.0% | 228 | +113.1% | 0.04% | +111.1% |
| Q1 2019 | $20,000 | +25.0% | 107 | +12.6% | 0.02% | +5.9% |
| Q4 2018 | $16,000 | – | 95 | – | 0.02% | – |
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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% |