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 | $28,237,310 | -5.3% | 113,221 | -0.7% | 2.95% | -7.1% |
| Q2 2023 | $29,818,329 | +3.8% | 114,037 | -0.7% | 3.17% | -7.3% |
| Q1 2023 | $28,719,021 | +3.7% | 114,803 | +0.3% | 3.42% | -2.5% |
| Q4 2022 | $27,697,662 | +1.9% | 114,505 | -7.6% | 3.51% | -13.8% |
| Q3 2022 | $27,170,000 | -4.2% | 123,916 | -1.2% | 4.07% | -7.2% |
| Q2 2022 | $28,372,000 | -0.6% | 125,411 | +17.9% | 4.39% | +6.0% |
| Q1 2022 | $28,548,000 | +2.1% | 106,388 | +7.7% | 4.14% | +4.6% |
| Q4 2021 | $27,968,000 | +6.2% | 98,799 | -1.3% | 3.96% | -3.4% |
| Q3 2021 | $26,345,000 | +0.6% | 100,143 | +2.7% | 4.10% | -0.3% |
| Q2 2021 | $26,191,000 | +4.4% | 97,463 | +1.1% | 4.11% | -3.4% |
| Q1 2021 | $25,087,000 | +22.9% | 96,383 | +8.5% | 4.26% | +12.5% |
| Q4 2020 | $20,414,000 | +27.8% | 88,823 | +3.0% | 3.78% | +13.7% |
| Q3 2020 | $15,976,000 | +4.5% | 86,210 | +0.3% | 3.33% | +1.1% |
| Q2 2020 | $15,285,000 | +89811.8% | 85,955 | +71529.2% | 3.29% | +82200.0% |
| Q1 2020 | $17,000 | -94.0% | 120 | -91.3% | 0.00% | -92.9% |
| Q4 2019 | $284,000 | +16.4% | 1,382 | +9.5% | 0.06% | +14.3% |
| Q3 2019 | $244,000 | -0.4% | 1,262 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $245,000 | +2.5% | 1,262 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $239,000 | +13.8% | 1,262 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $210,000 | – | 1,262 | – | 0.05% | – |
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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% |