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 | $7,165 | -6.2% | 28,734 | -1.7% | 1.46% | -0.9% |
| Q2 2023 | $7,642 | +39.4% | 29,226 | +33.4% | 1.47% | +33.2% |
| Q1 2023 | $5,481 | +81.4% | 21,911 | +75.4% | 1.11% | +43.8% |
| Q4 2022 | $3,022 | -99.7% | 12,494 | +194.6% | 0.77% | +177.0% |
| Q3 2022 | $930,000 | +111.4% | 4,241 | +118.2% | 0.28% | +122.4% |
| Q2 2022 | $440,000 | -1.1% | 1,944 | +17.3% | 0.12% | +7.8% |
| Q1 2022 | $445,000 | -2.8% | 1,657 | +2.4% | 0.12% | -16.5% |
| Q4 2021 | $458,000 | +7.5% | 1,618 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $426,000 | -0.9% | 1,618 | +1.2% | 0.14% | -4.0% |
| Q2 2021 | $430,000 | +3.6% | 1,599 | +0.3% | 0.15% | -6.3% |
| Q1 2021 | $415,000 | +13.4% | 1,594 | 0.0% | 0.16% | +6.0% |
| Q4 2020 | $366,000 | +24.1% | 1,594 | 0.0% | 0.15% | +11.1% |
| Q3 2020 | $295,000 | -16.9% | 1,594 | -20.3% | 0.14% | -27.0% |
| Q2 2020 | $355,000 | – | 1,999 | – | 0.18% | – |
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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% |