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 | $35,302,501 | -4.3% | 141,578 | +0.3% | 0.44% | -27.0% |
| Q2 2023 | $36,903,137 | +46.6% | 141,130 | +40.3% | 0.60% | +40.6% |
| Q1 2023 | $25,165,466 | -4.9% | 100,595 | -8.0% | 0.43% | -16.4% |
| Q4 2022 | $26,455,791 | +25.1% | 109,372 | +13.4% | 0.51% | +8.5% |
| Q3 2022 | $21,146,000 | -10.3% | 96,476 | -7.4% | 0.47% | -5.0% |
| Q2 2022 | $23,587,000 | -36.6% | 104,233 | -24.8% | 0.50% | -2.4% |
| Q1 2022 | $37,191,000 | +92.2% | 138,596 | +102.7% | 0.51% | +1.2% |
| Q4 2021 | $19,351,000 | -14.3% | 68,361 | -20.4% | 0.50% | -9.5% |
| Q3 2021 | $22,580,000 | +8.9% | 85,833 | +11.2% | 0.56% | -24.2% |
| Q2 2021 | $20,743,000 | +5.9% | 77,190 | +2.6% | 0.74% | -38.9% |
| Q1 2021 | $19,585,000 | +2.7% | 75,239 | -9.3% | 1.20% | -7.7% |
| Q4 2020 | $19,064,000 | +36.6% | 82,978 | +10.2% | 1.30% | -3.4% |
| Q3 2020 | $13,961,000 | +0.3% | 75,307 | -3.7% | 1.35% | -3.1% |
| Q2 2020 | $13,915,000 | +8.3% | 78,222 | -12.4% | 1.39% | -31.9% |
| Q1 2020 | $12,851,000 | +1.7% | 89,343 | +45.4% | 2.05% | -47.8% |
| Q4 2019 | $12,641,000 | +16.6% | 61,451 | +9.6% | 3.92% | -16.3% |
| Q3 2019 | $10,840,000 | -0.2% | 56,061 | +0.3% | 4.68% | +18.1% |
| Q2 2019 | $10,862,000 | +24.8% | 55,890 | +21.5% | 3.96% | +21.4% |
| Q1 2019 | $8,705,000 | +57.8% | 45,994 | +38.5% | 3.27% | -2.5% |
| Q4 2018 | $5,516,000 | – | 33,210 | – | 3.35% | – |
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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% |