ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,412,868 | -24.9% | 57,802 | -21.2% | 0.97% | -21.9% |
| Q2 2023 | $19,183,312 | +24.1% | 73,364 | +14.8% | 1.24% | +13.9% |
| Q4 2022 | $15,461,123 | +25.8% | 63,918 | +14.0% | 1.09% | +8.1% |
| Q3 2022 | $12,289,000 | +4.3% | 56,049 | +18.9% | 1.01% | +13.8% |
| Q2 2022 | $11,784,000 | +2.4% | 47,126 | +9.9% | 0.88% | +10.8% |
| Q1 2022 | $11,506,000 | +49.0% | 42,877 | +57.2% | 0.80% | +45.8% |
| Q4 2021 | $7,724,000 | +41.3% | 27,284 | +31.3% | 0.55% | +33.7% |
| Q3 2021 | $5,468,000 | +41.3% | 20,786 | +44.3% | 0.41% | +36.2% |
| Q2 2021 | $3,870,000 | +63.3% | 14,402 | +58.2% | 0.30% | +48.3% |
| Q1 2021 | $2,370,000 | +115.5% | 9,105 | +90.3% | 0.20% | +95.2% |
| Q4 2020 | $1,100,000 | +65.7% | 4,785 | +33.6% | 0.10% | +50.7% |
| Q3 2020 | $664,000 | +5.7% | 3,582 | +1.5% | 0.07% | +4.5% |
| Q2 2020 | $628,000 | +0.5% | 3,529 | -18.9% | 0.07% | -10.8% |
| Q1 2020 | $625,000 | +210.9% | 4,350 | +345.7% | 0.07% | +289.5% |
| Q4 2019 | $201,000 | – | 976 | – | 0.02% | – |
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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% |