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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $545,349 | +3.4% | 2,180 | 0.0% | 0.20% | -1.0% |
Q4 2022 | $527,320 | +10.3% | 2,180 | 0.0% | 0.20% | 0.0% |
Q3 2022 | $478,000 | -3.0% | 2,180 | 0.0% | 0.20% | +2.6% |
Q2 2022 | $493,000 | -15.6% | 2,180 | 0.0% | 0.19% | -5.9% |
Q1 2022 | $584,000 | -5.3% | 2,180 | 0.0% | 0.20% | -1.9% |
Q4 2021 | $617,000 | +7.7% | 2,180 | 0.0% | 0.21% | 0.0% |
Q3 2021 | $573,000 | -2.2% | 2,180 | 0.0% | 0.21% | -3.7% |
Q2 2021 | $586,000 | +3.4% | 2,180 | 0.0% | 0.22% | -3.1% |
Q1 2021 | $567,000 | +13.2% | 2,180 | 0.0% | 0.22% | +3.2% |
Q4 2020 | $501,000 | +24.0% | 2,180 | 0.0% | 0.22% | +9.1% |
Q3 2020 | $404,000 | +4.1% | 2,180 | 0.0% | 0.20% | -2.5% |
Q2 2020 | $388,000 | +23.6% | 2,180 | 0.0% | 0.20% | +10.3% |
Q1 2020 | $314,000 | -31.6% | 2,180 | -2.2% | 0.18% | -14.4% |
Q4 2019 | $459,000 | +6.5% | 2,230 | 0.0% | 0.22% | -1.8% |
Q3 2019 | $431,000 | -0.5% | 2,230 | 0.0% | 0.22% | -2.2% |
Q2 2019 | $433,000 | +2.6% | 2,230 | 0.0% | 0.22% | -2.2% |
Q1 2019 | $422,000 | +14.1% | 2,230 | 0.0% | 0.23% | -0.9% |
Q4 2018 | $370,000 | -17.6% | 2,230 | 0.0% | 0.23% | -10.8% |
Q3 2018 | $449,000 | +3.5% | 2,230 | 0.0% | 0.26% | -3.4% |
Q2 2018 | $434,000 | +317.3% | 2,230 | +301.8% | 0.27% | +318.8% |
Q1 2018 | $104,000 | -1.0% | 555 | 0.0% | 0.06% | 0.0% |
Q4 2017 | $105,000 | – | 555 | – | 0.06% | – |
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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% |