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 | $27,503,562 | -3.3% | 110,301 | +1.4% | 8.77% | -1.9% |
| Q2 2023 | $28,452,422 | +4.4% | 108,813 | -0.1% | 8.94% | +1.2% |
| Q1 2023 | $27,254,933 | +103467.9% | 108,950 | +0.1% | 8.83% | -1.3% |
| Q4 2022 | $26,316 | -99.9% | 108,795 | +0.4% | 8.94% | +1.3% |
| Q3 2022 | $23,764,000 | -2.5% | 108,379 | +0.6% | 8.83% | +4.7% |
| Q2 2022 | $24,380,000 | -14.7% | 107,769 | +1.2% | 8.43% | -4.0% |
| Q1 2022 | $28,586,000 | -4.9% | 106,527 | +0.3% | 8.79% | +1.5% |
| Q4 2021 | $30,068,000 | +7.5% | 106,220 | -0.1% | 8.66% | +1.5% |
| Q3 2021 | $27,964,000 | -4.4% | 106,300 | -2.3% | 8.52% | -2.0% |
| Q2 2021 | $29,245,000 | +3.5% | 108,825 | +0.3% | 8.70% | -2.4% |
| Q1 2021 | $28,243,000 | +13.8% | 108,510 | +0.5% | 8.92% | -2.2% |
| Q4 2020 | $24,816,000 | +24.2% | 107,975 | +0.1% | 9.11% | +7.8% |
| Q3 2020 | $19,983,000 | +4.3% | 107,835 | +0.1% | 8.45% | -2.7% |
| Q2 2020 | $19,156,000 | +77.0% | 107,725 | +44.8% | 8.68% | +50.9% |
| Q1 2020 | $10,820,000 | -30.3% | 74,420 | -1.4% | 5.76% | -19.7% |
| Q4 2019 | $15,527,000 | – | 75,441 | – | 7.17% | – |
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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% |