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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,012,626 | +6.1% | 137,726 | +1.5% | 4.13% | -0.8% |
| Q1 2023 | $33,937,293 | +2.0% | 135,662 | -1.4% | 4.16% | +0.6% |
| Q4 2022 | $33,280,982 | +8.3% | 137,587 | -1.8% | 4.14% | +1.3% |
| Q3 2022 | $30,724,000 | -1.8% | 140,124 | +1.3% | 4.08% | +6.1% |
| Q2 2022 | $31,284,000 | -15.5% | 138,285 | +0.3% | 3.85% | -2.5% |
| Q1 2022 | $37,001,000 | +0.2% | 137,890 | +5.7% | 3.95% | +1.1% |
| Q4 2021 | $36,931,000 | +7.9% | 130,463 | +0.2% | 3.91% | +3.7% |
| Q3 2021 | $34,237,000 | +1.9% | 130,146 | +4.1% | 3.77% | +1.3% |
| Q2 2021 | $33,592,000 | +6.3% | 125,004 | +2.9% | 3.72% | -0.2% |
| Q1 2021 | $31,609,000 | +18.4% | 121,443 | +4.5% | 3.72% | -0.9% |
| Q4 2020 | $26,708,000 | +32.2% | 116,208 | +6.6% | 3.76% | +14.2% |
| Q3 2020 | $20,197,000 | +5.5% | 108,989 | +1.3% | 3.29% | -2.2% |
| Q2 2020 | $19,136,000 | +29.6% | 107,613 | +4.8% | 3.36% | +12.6% |
| Q1 2020 | $14,771,000 | -17.8% | 102,678 | +17.6% | 2.98% | -35.6% |
| Q4 2019 | $17,970,000 | +4.3% | 87,308 | -2.0% | 4.64% | +5.1% |
| Q3 2019 | $17,222,000 | +8.4% | 89,126 | +9.0% | 4.41% | +1.9% |
| Q2 2019 | $15,888,000 | +8.6% | 81,787 | +5.9% | 4.33% | +1.8% |
| Q1 2019 | $14,624,000 | +30.8% | 77,213 | +14.7% | 4.25% | +10.4% |
| Q4 2018 | $11,182,000 | -17.4% | 67,339 | +0.1% | 3.85% | -12.1% |
| Q3 2018 | $13,541,000 | +2.0% | 67,269 | -1.3% | 4.38% | -3.2% |
| Q2 2018 | $13,278,000 | +10.2% | 68,169 | +6.1% | 4.52% | -0.1% |
| Q1 2018 | $12,053,000 | -11.0% | 64,258 | -9.9% | 4.52% | -25.6% |
| Q4 2017 | $13,540,000 | +2.0% | 71,343 | -3.8% | 6.08% | -7.6% |
| Q3 2017 | $13,270,000 | -0.4% | 74,178 | -3.2% | 6.58% | +13.1% |
| Q2 2017 | $13,325,000 | – | 76,605 | – | 5.82% | – |
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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% |