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 | $4,130,940 | -9.2% | 16,563 | -4.8% | 0.25% | -7.5% |
| Q2 2023 | $4,550,232 | +7.1% | 17,400 | +2.5% | 0.27% | -0.4% |
| Q1 2023 | $4,247,877 | -2.3% | 16,981 | -5.6% | 0.27% | -14.6% |
| Q4 2022 | $4,349,313 | +8.7% | 17,980 | -1.5% | 0.32% | -3.1% |
| Q3 2022 | $4,001,000 | -99.9% | 18,250 | -4.4% | 0.32% | -1.2% |
| Q2 2022 | $4,319,084,000 | +83247.8% | 19,091 | -1.2% | 0.33% | -4.6% |
| Q1 2022 | $5,182,000 | -13.6% | 19,314 | -8.8% | 0.34% | -11.5% |
| Q4 2021 | $5,996,000 | +8.0% | 21,183 | +1.4% | 0.39% | -1.3% |
| Q3 2021 | $5,553,000 | -2.7% | 20,883 | -1.7% | 0.40% | -13.8% |
| Q2 2021 | $5,709,000 | +5.6% | 21,246 | +2.3% | 0.46% | +1.6% |
| Q1 2021 | $5,406,000 | +45.8% | 20,771 | +28.8% | 0.45% | +10.5% |
| Q4 2020 | $3,707,000 | +452.5% | 16,129 | +345.2% | 0.41% | +148.8% |
| Q3 2020 | $671,000 | +25.0% | 3,623 | +19.8% | 0.16% | +5.1% |
| Q2 2020 | $537,000 | -5.0% | 3,024 | -23.1% | 0.16% | -26.8% |
| Q1 2020 | $565,000 | -41.7% | 3,934 | -16.5% | 0.21% | -27.6% |
| Q4 2019 | $969,000 | – | 4,711 | – | 0.29% | – |
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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% |