ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $331 | -99.9% | 1,370 | 0.0% | 0.31% | +19.1% |
| Q3 2022 | $300,000 | -3.2% | 1,370 | 0.0% | 0.26% | +1.6% |
| Q2 2022 | $310,000 | -15.8% | 1,370 | 0.0% | 0.26% | +1.2% |
| Q1 2022 | $368,000 | -42.0% | 1,370 | -41.0% | 0.26% | +9.4% |
| Q4 2021 | $634,000 | +107.9% | 2,322 | +100.0% | 0.23% | -5.3% |
| Q3 2021 | $305,000 | -2.2% | 1,161 | 0.0% | 0.25% | -2.0% |
| Q2 2021 | $312,000 | +3.3% | 1,161 | 0.0% | 0.25% | -10.0% |
| Q1 2021 | $302,000 | +4.9% | 1,161 | -7.3% | 0.28% | -7.9% |
| Q4 2020 | $288,000 | +39.8% | 1,253 | +7.9% | 0.30% | -2.6% |
| Q3 2020 | $206,000 | 0.0% | 1,161 | 0.0% | 0.31% | 0.0% |
| Q2 2020 | $206,000 | -13.8% | 1,161 | 0.0% | 0.31% | -29.8% |
| Q4 2019 | $239,000 | -8.1% | 1,161 | -13.7% | 0.44% | -16.9% |
| Q3 2019 | $260,000 | -54.1% | 1,346 | -53.9% | 0.53% | -56.1% |
| Q2 2019 | $567,000 | -47.0% | 2,920 | -48.3% | 1.22% | -35.0% |
| Q1 2019 | $1,069,000 | +20.9% | 5,645 | +6.0% | 1.87% | +0.5% |
| Q4 2018 | $884,000 | +27.0% | 5,325 | +54.0% | 1.86% | +39.2% |
| Q3 2018 | $696,000 | +67.7% | 3,458 | +62.2% | 1.34% | +66.2% |
| Q2 2018 | $415,000 | +94.8% | 2,132 | +88.2% | 0.80% | +75.9% |
| Q1 2018 | $213,000 | – | 1,133 | – | 0.46% | – |
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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% |