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 | $28,963,669 | -6.5% | 116,156 | -1.9% | 3.56% | -3.9% |
Q2 2023 | $30,964,737 | +1.0% | 118,421 | -3.4% | 3.70% | -7.0% |
Q1 2023 | $30,672,566 | -0.6% | 122,611 | -3.9% | 3.98% | +0.3% |
Q4 2022 | $30,847,464 | +6.4% | 127,526 | -3.6% | 3.97% | -2.1% |
Q3 2022 | $29,005,000 | -4.2% | 132,288 | -1.2% | 4.06% | -11.2% |
Q2 2022 | $30,282,000 | -22.7% | 133,859 | -3.2% | 4.57% | -24.0% |
Q1 2022 | $39,158,000 | 0.0% | 138,331 | 0.0% | 6.01% | 0.0% |
Q4 2021 | $39,158,000 | +8.5% | 138,331 | +0.8% | 6.01% | -1.4% |
Q3 2021 | $36,106,000 | -3.4% | 137,250 | -1.4% | 6.09% | -4.8% |
Q2 2021 | $37,394,000 | -1.7% | 139,152 | -4.7% | 6.40% | -10.0% |
Q1 2021 | $38,023,000 | +13.8% | 146,087 | +0.5% | 7.10% | -0.6% |
Q4 2020 | $33,407,000 | +25.1% | 145,357 | +0.9% | 7.15% | +8.1% |
Q3 2020 | $26,697,000 | +11.2% | 144,067 | +6.7% | 6.61% | +8.2% |
Q2 2020 | $24,013,000 | -4.4% | 135,041 | +10.6% | 6.11% | -15.1% |
Q4 2019 | $25,131,000 | +7.7% | 122,105 | +1.1% | 7.20% | -7.7% |
Q3 2019 | $23,330,000 | +3.5% | 120,737 | +4.1% | 7.80% | -8.4% |
Q2 2019 | $22,535,000 | +6.0% | 116,005 | +3.3% | 8.52% | +6.0% |
Q1 2019 | $21,262,000 | +19.7% | 112,259 | +4.9% | 8.03% | +10.4% |
Q4 2018 | $17,766,000 | +90.4% | 106,988 | +56.6% | 7.28% | -56.9% |
Q3 2015 | $9,333,000 | – | 68,322 | – | 16.90% | – |
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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% |