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 | $292,837 | +4.2% | 1,174 | +9.3% | 0.12% | +3.6% |
| Q2 2023 | $280,934 | -8.7% | 1,074 | -12.6% | 0.11% | -15.2% |
| Q1 2023 | $307,547 | -0.5% | 1,229 | -3.8% | 0.13% | -9.0% |
| Q4 2022 | $309,232 | +5.2% | 1,278 | 0.0% | 0.14% | -12.7% |
| Q3 2022 | $294,000 | +1.7% | 1,278 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $289,000 | -17.9% | 1,278 | -2.6% | 0.16% | -5.7% |
| Q1 2022 | $352,000 | -5.1% | 1,312 | 0.0% | 0.18% | -3.3% |
| Q4 2021 | $371,000 | +7.5% | 1,312 | 0.0% | 0.18% | -9.5% |
| Q3 2021 | $345,000 | -2.0% | 1,312 | 0.0% | 0.20% | -5.2% |
| Q2 2021 | $352,000 | +3.2% | 1,312 | 0.0% | 0.21% | -2.8% |
| Q1 2021 | $341,000 | -65.6% | 1,312 | -69.6% | 0.22% | -43.3% |
| Q4 2020 | $992,000 | +23.1% | 4,316 | -0.8% | 0.38% | +5.8% |
| Q3 2020 | $806,000 | +5.6% | 4,352 | +1.3% | 0.36% | -11.5% |
| Q2 2020 | $763,000 | -14.6% | 4,295 | -30.8% | 0.41% | -34.0% |
| Q1 2020 | $893,000 | -36.7% | 6,208 | -9.5% | 0.62% | -27.6% |
| Q4 2019 | $1,411,000 | +11.9% | 6,859 | +5.0% | 0.86% | -6.2% |
| Q3 2019 | $1,261,000 | -4.0% | 6,530 | -3.4% | 0.91% | -11.2% |
| Q2 2019 | $1,313,000 | -24.4% | 6,761 | -26.3% | 1.03% | -25.3% |
| Q1 2019 | $1,737,000 | +19.5% | 9,173 | +4.8% | 1.38% | +7.0% |
| Q4 2018 | $1,454,000 | – | 8,755 | – | 1.29% | – |
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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% |