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 | $519,146 | -4.6% | 2,082 | 0.0% | 0.48% | +1.5% |
| Q2 2023 | $544,401 | +4.1% | 2,082 | -0.4% | 0.47% | +8.3% |
| Q1 2023 | $523,085 | -1.3% | 2,091 | -4.5% | 0.44% | +0.2% |
| Q4 2022 | $529,739 | +9.2% | 2,190 | -1.1% | 0.44% | +26.8% |
| Q3 2022 | $485,000 | +29.7% | 2,215 | +33.8% | 0.34% | -13.4% |
| Q2 2022 | $374,000 | -37.0% | 1,655 | -25.3% | 0.40% | +22.2% |
| Q1 2022 | $594,000 | -13.8% | 2,215 | -9.0% | 0.32% | -10.7% |
| Q4 2021 | $689,000 | +7.7% | 2,435 | 0.0% | 0.36% | +1.4% |
| Q3 2021 | $640,000 | -2.1% | 2,435 | 0.0% | 0.36% | -0.6% |
| Q2 2021 | $654,000 | +7.0% | 2,435 | +3.6% | 0.36% | +0.8% |
| Q1 2021 | $611,000 | +13.1% | 2,350 | 0.0% | 0.36% | +5.9% |
| Q4 2020 | $540,000 | +8.7% | 2,350 | -12.5% | 0.34% | -4.8% |
| Q3 2020 | $497,000 | +4.4% | 2,685 | +0.2% | 0.35% | -9.0% |
| Q2 2020 | $476,000 | +23.6% | 2,679 | +0.1% | 0.39% | -4.0% |
| Q1 2020 | $385,000 | -30.8% | 2,677 | -0.9% | 0.40% | -12.7% |
| Q4 2019 | $556,000 | – | 2,702 | – | 0.46% | – |
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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% |