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 2022 | $4,689,000 | -0.4% | 21,385 | +2.8% | 0.13% | -0.8% |
| Q2 2022 | $4,706,000 | -34.6% | 20,801 | -22.4% | 0.13% | -22.4% |
| Q1 2022 | $7,195,000 | -0.3% | 26,813 | +5.2% | 0.17% | -7.6% |
| Q4 2021 | $7,217,000 | +26.8% | 25,494 | +17.8% | 0.18% | +8.2% |
| Q3 2021 | $5,692,000 | +26.5% | 21,637 | +29.2% | 0.17% | +6.9% |
| Q2 2021 | $4,501,000 | +67.1% | 16,750 | +61.9% | 0.16% | +17.8% |
| Q1 2021 | $2,693,000 | +104.2% | 10,345 | +80.3% | 0.14% | +37.8% |
| Q4 2020 | $1,319,000 | +90.9% | 5,738 | +53.8% | 0.10% | +58.1% |
| Q3 2020 | $691,000 | +25.6% | 3,731 | +20.7% | 0.06% | -25.3% |
| Q2 2020 | $550,000 | +94.3% | 3,092 | +125.0% | 0.08% | -31.4% |
| Q4 2019 | $283,000 | – | 1,374 | – | 0.12% | – |
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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% |