ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $70,618 | +11.4% | 255 | +0.4% | 0.05% | +6.2% |
| Q3 2023 | $63,399 | -4.6% | 254 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $66,483 | +103779.7% | 254 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $64 | +357.1% | 254 | +323.3% | 0.05% | +345.5% |
| Q4 2022 | $14 | -99.9% | 60 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -18.8% | 60 | -13.0% | 0.01% | -15.4% |
| Q2 2022 | $16,000 | -15.8% | 69 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $19,000 | 0.0% | 69 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 69 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 69 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | -5.3% | 68 | -6.8% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | +11.8% | 73 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $17,000 | +70.0% | 73 | +1.4% | 0.01% | +20.0% |
| Q1 2020 | $10,000 | -33.3% | 72 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $15,000 | +7.1% | 72 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 71 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $14,000 | +7.7% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 71 | +1.4% | 0.01% | -7.7% |
| Q4 2018 | $12,000 | -14.3% | 70 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $14,000 | -39.1% | 70 | -41.7% | 0.01% | -40.0% |
| Q2 2018 | $23,000 | +4.5% | 120 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $22,000 | -4.3% | 120 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | +9.5% | 120 | 0.0% | 0.02% | +11.8% |
| Q3 2017 | $21,000 | 0.0% | 120 | +0.8% | 0.02% | -10.5% |
| Q2 2017 | $21,000 | +5.0% | 119 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $20,000 | – | 119 | – | 0.02% | – |
Download | ||||||
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% |