ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,331 | -8.1% | 2,660 | -3.6% | 0.16% | -8.0% |
| Q2 2023 | $721,748 | -0.8% | 2,760 | -6.7% | 0.17% | -9.4% |
| Q1 2023 | $727,227 | +2.6% | 2,958 | +1.0% | 0.19% | +2.7% |
| Q4 2022 | $708,596 | +37.6% | 2,929 | +24.7% | 0.19% | +22.2% |
| Q3 2022 | $515,000 | -16.1% | 2,349 | -4.0% | 0.15% | -1.9% |
| Q2 2022 | $614,000 | +48.3% | 2,447 | +58.5% | 0.16% | +57.6% |
| Q1 2022 | $414,000 | -8.6% | 1,544 | -3.4% | 0.10% | -23.3% |
| Q4 2021 | $453,000 | +7.3% | 1,599 | -0.4% | 0.13% | -6.5% |
| Q3 2021 | $422,000 | -10.8% | 1,605 | -8.8% | 0.14% | -12.7% |
| Q2 2021 | $473,000 | +2.8% | 1,760 | -0.3% | 0.16% | -10.2% |
| Q1 2021 | $460,000 | +4.8% | 1,766 | -7.5% | 0.18% | -24.5% |
| Q4 2020 | $439,000 | +43.0% | 1,910 | +15.2% | 0.23% | +22.0% |
| Q3 2020 | $307,000 | +7.7% | 1,658 | +3.6% | 0.19% | -7.3% |
| Q2 2020 | $285,000 | +9.6% | 1,601 | -11.4% | 0.21% | -12.7% |
| Q1 2020 | $260,000 | -30.1% | 1,807 | +0.9% | 0.24% | -2.5% |
| Q4 2019 | $372,000 | +13.8% | 1,791 | +5.7% | 0.24% | +9.0% |
| Q3 2019 | $327,000 | -0.6% | 1,695 | +0.1% | 0.22% | +5.2% |
| Q2 2019 | $329,000 | +25.6% | 1,694 | +21.9% | 0.21% | +22.0% |
| Q1 2019 | $262,000 | +16.4% | 1,390 | +2.7% | 0.17% | -9.9% |
| Q4 2018 | $225,000 | -18.2% | 1,354 | -0.8% | 0.19% | -9.0% |
| Q3 2018 | $275,000 | +3.4% | 1,365 | +0.1% | 0.21% | +12.2% |
| Q2 2018 | $266,000 | – | 1,364 | – | 0.19% | – |
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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% |