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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,366,721 | +20.0% | 22,972 | +8.0% | 7.56% | -23.5% |
| Q3 2023 | $5,305,419 | +132535.5% | 21,277 | +101219.0% | 9.89% | +89800.0% |
| Q2 2022 | $4,000 | -73.3% | 21 | -62.5% | 0.01% | -21.4% |
| Q1 2022 | $15,000 | -99.8% | 56 | -99.8% | 0.01% | -99.7% |
| Q4 2021 | $6,578,000 | -14.4% | 23,238 | -20.5% | 4.62% | -6.2% |
| Q3 2021 | $7,687,000 | +2.7% | 29,221 | +4.9% | 4.93% | -2.0% |
| Q2 2021 | $7,485,000 | +5.0% | 27,856 | +1.7% | 5.03% | -9.9% |
| Q1 2021 | $7,128,000 | +66.2% | 27,388 | +46.7% | 5.58% | +69.8% |
| Q4 2020 | $4,289,000 | – | 18,665 | – | 3.28% | – |
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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% |