ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,117,795 | -4.6% | 8,493 | 0.0% | 0.96% | -2.7% |
| Q2 2023 | $2,220,818 | +4.5% | 8,493 | 0.0% | 0.98% | -4.1% |
| Q1 2023 | $2,124,612 | -12.4% | 8,493 | -15.3% | 1.02% | -12.9% |
| Q4 2022 | $2,424,872 | +10.3% | 10,025 | +0.0% | 1.18% | +0.8% |
| Q3 2022 | $2,198,000 | -3.1% | 10,024 | 0.0% | 1.17% | +3.1% |
| Q2 2022 | $2,268,000 | -15.7% | 10,024 | 0.0% | 1.13% | -1.4% |
| Q1 2022 | $2,690,000 | -5.2% | 10,024 | +0.0% | 1.15% | -0.7% |
| Q4 2021 | $2,837,000 | +7.6% | 10,023 | 0.0% | 1.16% | -1.5% |
| Q3 2021 | $2,637,000 | -2.1% | 10,023 | 0.0% | 1.17% | -0.8% |
| Q2 2021 | $2,693,000 | -4.4% | 10,023 | -7.4% | 1.18% | -10.1% |
| Q1 2021 | $2,818,000 | +13.3% | 10,827 | 0.0% | 1.32% | +5.7% |
| Q4 2020 | $2,488,000 | +24.0% | 10,827 | 0.0% | 1.25% | +12.3% |
| Q3 2020 | $2,006,000 | +4.2% | 10,827 | +0.0% | 1.11% | -2.0% |
| Q2 2020 | $1,925,000 | +23.6% | 10,826 | 0.0% | 1.13% | +5.8% |
| Q1 2020 | $1,557,000 | -39.9% | 10,826 | -14.0% | 1.07% | +5.6% |
| Q4 2019 | $2,590,000 | +5.5% | 12,585 | -0.9% | 1.01% | +1.9% |
| Q3 2019 | $2,455,000 | -3.9% | 12,705 | -3.4% | 1.00% | -5.7% |
| Q2 2019 | $2,555,000 | – | 13,153 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |