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 | $593,453 | -9.2% | 2,380 | -4.8% | 0.24% | -5.6% |
| Q2 2023 | $653,439 | +4.9% | 2,499 | +0.4% | 0.25% | -2.3% |
| Q1 2023 | $622,898 | +3.4% | 2,490 | 0.0% | 0.26% | -2.7% |
| Q4 2022 | $602,306 | -2.2% | 2,490 | -11.5% | 0.26% | -12.6% |
| Q3 2022 | $616,000 | -3.1% | 2,814 | 0.0% | 0.30% | +1.3% |
| Q2 2022 | $636,000 | -19.3% | 2,814 | -4.3% | 0.30% | -2.3% |
| Q1 2022 | $788,000 | +9.9% | 2,939 | +15.9% | 0.30% | +9.0% |
| Q4 2021 | $717,000 | +2.0% | 2,536 | -5.2% | 0.28% | -5.7% |
| Q3 2021 | $703,000 | -2.9% | 2,675 | -0.7% | 0.30% | -3.0% |
| Q2 2021 | $724,000 | +3.3% | 2,695 | 0.0% | 0.30% | -9.5% |
| Q1 2021 | $701,000 | +10.7% | 2,695 | -2.2% | 0.34% | +4.3% |
| Q4 2020 | $633,000 | +22.4% | 2,756 | -1.4% | 0.32% | +9.1% |
| Q3 2020 | $517,000 | +4.0% | 2,794 | -0.1% | 0.30% | -5.4% |
| Q2 2020 | $497,000 | +20.6% | 2,796 | -2.4% | 0.31% | +6.8% |
| Q1 2020 | $412,000 | -31.4% | 2,864 | -2.0% | 0.29% | -11.7% |
| Q4 2019 | $601,000 | +6.4% | 2,922 | -0.1% | 0.33% | -4.3% |
| Q3 2019 | $565,000 | -0.5% | 2,925 | 0.0% | 0.35% | -1.7% |
| Q2 2019 | $568,000 | +2.3% | 2,925 | -0.3% | 0.35% | -2.5% |
| Q1 2019 | $555,000 | +12.1% | 2,934 | -1.5% | 0.36% | -4.7% |
| Q4 2018 | $495,000 | -15.7% | 2,980 | +2.5% | 0.38% | -5.5% |
| Q3 2018 | $587,000 | +3.3% | 2,906 | 0.0% | 0.40% | -9.0% |
| Q2 2018 | $568,000 | +4.2% | 2,906 | 0.0% | 0.44% | +1.6% |
| Q1 2018 | $545,000 | +5.2% | 2,906 | +6.5% | 0.44% | -0.5% |
| Q4 2017 | $518,000 | – | 2,729 | – | 0.44% | – |
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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% |