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 | $353,080 | -4.6% | 1,416 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $370,256 | +4.5% | 1,416 | 0.0% | 0.03% | -6.1% |
| Q1 2023 | $354,227 | +3.4% | 1,416 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $342,516 | +10.5% | 1,416 | 0.0% | 0.03% | +3.0% |
| Q3 2022 | $310,000 | -3.1% | 1,416 | 0.0% | 0.03% | +22.2% |
| Q2 2022 | $320,000 | -15.8% | 1,416 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $380,000 | +46.7% | 1,416 | +54.6% | 0.03% | +52.9% |
| Q4 2021 | $259,000 | -28.3% | 916 | -31.8% | 0.02% | -34.6% |
| Q2 2021 | $361,000 | +3.1% | 1,344 | 0.0% | 0.03% | -7.1% |
| Q1 2021 | $350,000 | +72.4% | 1,344 | +36.6% | 0.03% | +40.0% |
| Q4 2019 | $203,000 | -12.5% | 984 | -17.6% | 0.02% | -20.0% |
| Q2 2019 | $232,000 | -18.0% | 1,194 | -20.1% | 0.02% | -26.5% |
| Q1 2019 | $283,000 | +26.3% | 1,494 | +10.7% | 0.03% | -2.9% |
| Q4 2018 | $224,000 | -30.9% | 1,349 | -16.2% | 0.04% | +12.9% |
| Q3 2018 | $324,000 | +3.5% | 1,609 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $313,000 | +5.7% | 1,609 | +1.9% | 0.03% | 0.0% |
| Q1 2018 | $296,000 | +1.4% | 1,579 | +2.6% | 0.03% | -18.4% |
| Q4 2017 | $292,000 | +31.5% | 1,539 | +24.2% | 0.04% | +31.0% |
| Q3 2017 | $222,000 | -59.7% | 1,239 | -61.5% | 0.03% | -59.7% |
| Q1 2017 | $551,000 | – | 3,220 | – | 0.07% | – |
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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% |