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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,441 | -4.6% | 1,630 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $426,212 | +4.5% | 1,630 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $407,761 | +3.4% | 1,630 | 0.0% | 0.03% | -12.9% |
| Q4 2022 | $394,281 | +10.4% | 1,630 | 0.0% | 0.03% | +10.7% |
| Q3 2022 | $357,000 | -3.3% | 1,630 | 0.0% | 0.03% | -22.2% |
| Q2 2022 | $369,000 | -15.6% | 1,630 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $437,000 | -5.2% | 1,630 | 0.0% | 0.04% | +18.2% |
| Q4 2021 | $461,000 | +7.5% | 1,630 | 0.0% | 0.03% | +65.0% |
| Q3 2021 | $429,000 | +42.1% | 1,630 | 0.0% | 0.02% | -25.9% |
| Q3 2020 | $302,000 | +4.1% | 1,630 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $290,000 | +23.9% | 1,630 | 0.0% | 0.03% | +47.4% |
| Q1 2020 | $234,000 | -30.1% | 1,630 | 0.0% | 0.02% | -20.8% |
| Q4 2019 | $335,000 | +6.3% | 1,630 | 0.0% | 0.02% | -7.7% |
| Q3 2019 | $315,000 | -0.6% | 1,630 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $317,000 | +17.0% | 1,630 | 0.0% | 0.03% | -29.3% |
| Q4 2018 | $271,000 | -58.9% | 1,630 | -50.0% | 0.04% | -62.4% |
| Q3 2018 | $659,000 | +106.6% | 3,260 | +100.0% | 0.11% | +127.1% |
| Q2 2018 | $319,000 | -0.3% | 1,630 | -4.5% | 0.05% | -36.0% |
| Q1 2018 | $320,000 | – | 1,706 | – | 0.08% | – |
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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% |