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 | $531,035 | +133.9% | 2,120 | +133.5% | 0.10% | +118.8% |
| Q2 2022 | $227,000 | -5.4% | 908 | +1.7% | 0.05% | -4.0% |
| Q1 2022 | $240,000 | -8.7% | 893 | -9.2% | 0.05% | -9.1% |
| Q4 2021 | $263,000 | -59.0% | 983 | -68.5% | 0.06% | -78.0% |
| Q4 2019 | $642,000 | +190.5% | 3,119 | +172.6% | 0.25% | +163.2% |
| Q3 2019 | $221,000 | -43.3% | 1,144 | -44.4% | 0.10% | -46.6% |
| Q1 2019 | $390,000 | – | 2,059 | – | 0.18% | – |
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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% |