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 | $8,231,805 | -3.3% | 33,013 | +1.4% | 2.30% | -1.4% |
| Q2 2023 | $8,512,495 | +2.4% | 32,555 | -2.0% | 2.34% | -6.6% |
| Q1 2023 | $8,313,941 | +10.6% | 33,234 | +6.9% | 2.50% | +2.3% |
| Q4 2022 | $7,518,202 | +11.5% | 31,081 | +1.1% | 2.45% | +1.8% |
| Q3 2022 | $6,744,000 | +1.2% | 30,758 | +4.4% | 2.40% | +6.9% |
| Q2 2022 | $6,665,000 | +2.0% | 29,463 | +21.0% | 2.25% | +15.5% |
| Q1 2022 | $6,533,000 | +23.6% | 24,348 | +30.4% | 1.95% | +22.4% |
| Q4 2021 | $5,285,000 | +15.6% | 18,670 | +7.4% | 1.59% | +9.9% |
| Q3 2021 | $4,573,000 | +9.5% | 17,385 | +11.8% | 1.45% | +4.1% |
| Q2 2021 | $4,178,000 | +7.3% | 15,545 | +3.9% | 1.39% | -1.0% |
| Q1 2021 | $3,894,000 | +3.7% | 14,959 | -8.5% | 1.40% | -3.5% |
| Q4 2020 | $3,755,000 | +24.0% | 16,340 | +0.0% | 1.46% | +11.1% |
| Q3 2020 | $3,028,000 | +6.8% | 16,338 | +2.4% | 1.31% | +8.2% |
| Q2 2020 | $2,836,000 | +28.2% | 15,949 | +3.7% | 1.21% | +8.5% |
| Q1 2020 | $2,213,000 | -7.2% | 15,382 | +32.7% | 1.12% | +10.6% |
| Q4 2019 | $2,385,000 | +12.8% | 11,588 | +5.9% | 1.01% | +4.3% |
| Q3 2019 | $2,115,000 | +12.4% | 10,945 | +13.0% | 0.97% | +6.1% |
| Q2 2019 | $1,882,000 | +33.0% | 9,686 | +29.7% | 0.91% | +23.9% |
| Q1 2019 | $1,415,000 | -24.3% | 7,469 | -33.6% | 0.74% | -32.4% |
| Q4 2018 | $1,869,000 | – | 11,252 | – | 1.09% | – |
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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% |