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 | $217 | -4.4% | 869 | 0.0% | 0.12% | -8.9% |
| Q2 2023 | $227 | +4.6% | 869 | 0.0% | 0.14% | -2.9% |
| Q1 2023 | $217 | +3.3% | 869 | 0.0% | 0.14% | -4.8% |
| Q4 2022 | $210 | -99.9% | 869 | 0.0% | 0.15% | +13.2% |
| Q1 2022 | $233,000 | -5.3% | 869 | 0.0% | 0.13% | +13.2% |
| Q4 2021 | $246,000 | +7.4% | 869 | 0.0% | 0.11% | -5.0% |
| Q3 2021 | $229,000 | -2.1% | 869 | 0.0% | 0.12% | +4.3% |
| Q2 2021 | $234,000 | +3.5% | 869 | 0.0% | 0.12% | -8.0% |
| Q1 2021 | $226,000 | +8.1% | 869 | -14.3% | 0.12% | -38.4% |
| Q4 2019 | $209,000 | -5.4% | 1,014 | -11.4% | 0.20% | -19.8% |
| Q3 2019 | $221,000 | -0.5% | 1,145 | 0.0% | 0.25% | +14.0% |
| Q2 2019 | $222,000 | +6.2% | 1,145 | +3.8% | 0.22% | +5.2% |
| Q1 2019 | $209,000 | -5.9% | 1,103 | 0.0% | 0.21% | +11.1% |
| Q3 2018 | $222,000 | +3.3% | 1,103 | 0.0% | 0.19% | -4.5% |
| Q2 2018 | $215,000 | – | 1,103 | – | 0.20% | – |
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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% |