ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,606 | +103.8% | 5,703 | +103.5% | 0.08% | -64.3% |
| Q1 2023 | $701,042 | -11.8% | 2,802 | -14.7% | 0.23% | -3.0% |
| Q4 2022 | $794,864 | +20.1% | 3,286 | +8.9% | 0.23% | -25.5% |
| Q3 2022 | $662,000 | -65.5% | 3,017 | -64.4% | 0.31% | -56.4% |
| Q2 2022 | $1,919,000 | +139.3% | 8,483 | +183.8% | 0.72% | +138.0% |
| Q1 2022 | $802,000 | -5.2% | 2,989 | 0.0% | 0.30% | +17.9% |
| Q4 2021 | $846,000 | +7.6% | 2,989 | +0.0% | 0.26% | +8.0% |
| Q3 2021 | $786,000 | -3.3% | 2,988 | -1.3% | 0.24% | -5.6% |
| Q2 2021 | $813,000 | +73.7% | 3,027 | +68.2% | 0.25% | +66.9% |
| Q1 2021 | $468,000 | +20.3% | 1,800 | +6.2% | 0.15% | +4.1% |
| Q4 2020 | $389,000 | – | 1,695 | – | 0.14% | – |
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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% |