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 | $567,267 | +22.7% | 2,275 | +28.7% | 0.33% | +27.3% |
| Q2 2023 | $462,292 | +12.5% | 1,768 | +7.6% | 0.26% | +5.3% |
| Q1 2023 | $410,922 | +14.0% | 1,643 | +10.3% | 0.24% | +17.4% |
| Q4 2022 | $360,462 | +14.8% | 1,490 | +4.1% | 0.21% | +2.0% |
| Q3 2022 | $314,000 | -2.8% | 1,432 | +0.2% | 0.20% | +5.7% |
| Q2 2022 | $323,000 | -99.9% | 1,429 | +48.9% | 0.19% | +43.3% |
| Q1 2022 | $257,606,000 | +102124.6% | 960 | +8.0% | 0.13% | +4.7% |
| Q4 2021 | $252,000 | +20.6% | 889 | +11.8% | 0.13% | +14.3% |
| Q3 2021 | $209,000 | – | 795 | – | 0.11% | – |
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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% |