ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,766 | -5.0% | 2,798 | -0.4% | 0.32% | -2.8% |
| Q2 2023 | $734,325 | +1.8% | 2,808 | -2.7% | 0.32% | -2.1% |
| Q1 2023 | $721,639 | +0.2% | 2,885 | -3.1% | 0.33% | -9.8% |
| Q4 2022 | $720,226 | +10.3% | 2,977 | 0.0% | 0.37% | -2.1% |
| Q3 2022 | $653,000 | -3.0% | 2,977 | 0.0% | 0.38% | -0.3% |
| Q2 2022 | $673,000 | -32.6% | 2,977 | -20.1% | 0.38% | -22.5% |
| Q1 2022 | $999,000 | +0.7% | 3,725 | +6.3% | 0.48% | +1.5% |
| Q4 2021 | $992,000 | +8.2% | 3,505 | +0.6% | 0.48% | -4.0% |
| Q3 2021 | $917,000 | +4.3% | 3,485 | +6.5% | 0.50% | +0.6% |
| Q2 2021 | $879,000 | +78.3% | 3,271 | +72.5% | 0.50% | +63.4% |
| Q1 2021 | $493,000 | +32.5% | 1,896 | +17.2% | 0.30% | +30.6% |
| Q4 2020 | $372,000 | +30.5% | 1,618 | +5.4% | 0.23% | +41.5% |
| Q3 2020 | $285,000 | +4.4% | 1,535 | 0.0% | 0.16% | +3.1% |
| Q2 2020 | $273,000 | +23.5% | 1,535 | 0.0% | 0.16% | +10.4% |
| Q1 2020 | $221,000 | -28.2% | 1,535 | -3.8% | 0.14% | -12.7% |
| Q4 2019 | $308,000 | -6.9% | 1,595 | -4.2% | 0.16% | -5.7% |
| Q3 2019 | $331,000 | +2.5% | 1,665 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $323,000 | -1.2% | 1,665 | -2.9% | 0.18% | +91.3% |
| Q1 2019 | $327,000 | – | 1,715 | – | 0.09% | – |
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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% |