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 | $12,747,513 | -2.0% | 51,123 | +2.8% | 8.19% | +1.5% |
| Q2 2023 | $13,007,039 | +6.9% | 49,744 | +2.3% | 8.07% | +1.6% |
| Q1 2023 | $12,165,948 | +6.0% | 48,629 | +2.5% | 7.94% | -2.3% |
| Q4 2022 | $11,475,729 | +9.5% | 47,435 | -0.7% | 8.13% | -2.7% |
| Q3 2022 | $10,484,000 | +0.5% | 47,789 | +3.5% | 8.36% | +6.3% |
| Q2 2022 | $10,433,000 | -16.4% | 46,154 | -0.7% | 7.86% | -4.1% |
| Q1 2022 | $12,474,000 | -5.3% | 46,501 | +0.0% | 8.20% | -13.9% |
| Q4 2021 | $13,168,000 | +8.4% | 46,478 | +0.6% | 9.52% | +3.2% |
| Q3 2021 | $12,152,000 | +0.5% | 46,181 | +2.7% | 9.23% | -1.0% |
| Q2 2021 | $12,087,000 | +5.5% | 44,968 | +2.2% | 9.33% | -4.1% |
| Q1 2021 | $11,454,000 | +16.5% | 43,981 | +2.9% | 9.73% | +9.3% |
| Q4 2020 | $9,828,000 | – | 42,757 | – | 8.90% | – |
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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% |