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. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |