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 | $538,596 | -4.6% | 2,160 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $564,797 | +4.5% | 2,160 | 0.0% | 0.07% | -5.4% |
| Q1 2023 | $540,346 | +3.4% | 2,160 | 0.0% | 0.07% | -8.6% |
| Q4 2022 | $522,482 | +17.7% | 2,160 | +6.6% | 0.08% | +19.1% |
| Q3 2022 | $444,000 | -3.3% | 2,027 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $459,000 | -15.6% | 2,027 | 0.0% | 0.07% | +9.7% |
| Q1 2022 | $544,000 | -4.7% | 2,027 | +0.5% | 0.06% | -3.1% |
| Q4 2021 | $571,000 | +7.5% | 2,017 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $531,000 | -2.0% | 2,017 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $542,000 | +3.2% | 2,017 | 0.0% | 0.06% | -5.8% |
| Q1 2021 | $525,000 | +13.1% | 2,017 | 0.0% | 0.07% | +6.2% |
| Q4 2020 | $464,000 | +24.1% | 2,017 | 0.0% | 0.06% | +10.2% |
| Q3 2020 | $374,000 | +4.2% | 2,017 | 0.0% | 0.06% | -9.2% |
| Q2 2020 | $359,000 | +23.8% | 2,017 | 0.0% | 0.06% | +18.2% |
| Q1 2020 | $290,000 | -30.1% | 2,017 | 0.0% | 0.06% | -5.2% |
| Q4 2019 | $415,000 | – | 2,017 | – | 0.06% | – |
Download | ||||||
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% |