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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,175 | -2.4% | 1,753 | +1.8% | 0.07% | -4.2% |
| Q2 2023 | $450,155 | +84.3% | 1,722 | +76.4% | 0.07% | +10.8% |
| Q1 2023 | $244,230 | +14.3% | 976 | +10.5% | 0.06% | -21.7% |
| Q4 2022 | $213,659 | +10.1% | 883 | 0.0% | 0.08% | -5.7% |
| Q3 2022 | $194,000 | -3.0% | 883 | 0.0% | 0.09% | -5.4% |
| Q2 2022 | $200,000 | +9.9% | 883 | +30.2% | 0.09% | +31.0% |
| Q1 2022 | $182,000 | +2500.0% | 678 | +1595.0% | 0.07% | +914.3% |
| Q2 2020 | $7,000 | -93.0% | 40 | -94.3% | 0.01% | -91.1% |
| Q1 2020 | $100,000 | -77.6% | 697 | -67.9% | 0.08% | -70.7% |
| Q4 2019 | $446,000 | – | 2,169 | – | 0.27% | – |
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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% |