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 | $1,044,627 | -3.2% | 4,189 | +1.6% | 0.66% | -5.4% |
| Q2 2023 | $1,078,710 | +5.6% | 4,125 | +0.7% | 0.70% | +3.3% |
| Q1 2023 | $1,021,608 | +3.4% | 4,097 | +0.3% | 0.68% | +4.6% |
| Q4 2022 | $987,973 | +20.6% | 4,084 | +9.3% | 0.65% | +22.8% |
| Q3 2022 | $819,000 | -3.2% | 3,737 | 0.0% | 0.53% | +1.7% |
| Q2 2022 | $846,000 | -15.5% | 3,737 | +0.2% | 0.52% | -4.6% |
| Q1 2022 | $1,001,000 | -5.0% | 3,730 | +0.2% | 0.54% | 0.0% |
| Q4 2021 | $1,054,000 | +8.7% | 3,724 | +1.0% | 0.54% | -0.7% |
| Q3 2021 | $970,000 | -2.0% | 3,688 | +0.1% | 0.55% | -5.5% |
| Q2 2021 | $990,000 | +3.6% | 3,684 | +0.3% | 0.58% | -2.7% |
| Q1 2021 | $956,000 | +1.5% | 3,673 | -10.3% | 0.59% | -3.6% |
| Q4 2020 | $942,000 | +30.5% | 4,097 | +5.2% | 0.62% | +22.5% |
| Q3 2020 | $722,000 | +7.9% | 3,894 | +3.5% | 0.50% | +5.7% |
| Q2 2020 | $669,000 | +25.0% | 3,763 | +1.1% | 0.48% | +23.6% |
| Q1 2020 | $535,000 | -29.0% | 3,722 | +1.8% | 0.38% | -20.0% |
| Q4 2019 | $753,000 | – | 3,657 | – | 0.48% | – |
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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% |