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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,020 | +10.2% | 984 | 0.0% | 0.16% | +17.9% |
| Q3 2022 | $216,000 | -3.1% | 984 | 0.0% | 0.13% | -2.2% |
| Q2 2022 | $223,000 | -15.5% | 984 | 0.0% | 0.14% | -3.5% |
| Q1 2022 | $264,000 | +1.9% | 984 | +7.5% | 0.14% | +2.9% |
| Q4 2021 | $259,000 | +7.5% | 915 | 0.0% | 0.14% | +24.3% |
| Q3 2021 | $241,000 | -6.2% | 915 | -4.4% | 0.11% | -14.0% |
| Q2 2021 | $257,000 | +15.2% | 957 | -1.4% | 0.13% | -16.8% |
| Q4 2020 | $223,000 | -10.4% | 971 | -30.5% | 0.16% | -31.7% |
| Q2 2020 | $249,000 | -1.6% | 1,398 | -20.4% | 0.23% | -18.9% |
| Q1 2020 | $253,000 | – | 1,756 | – | 0.28% | – |
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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% |