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 | $12,717 | -8.2% | 51 | -3.8% | 0.01% | -14.3% |
| Q2 2023 | $13,858 | +0.7% | 53 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $13,759 | +3.4% | 55 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $13,304 | +10.9% | 55 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $12,000 | +500.0% | 55 | +587.5% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | -83.3% | 8 | -82.6% | 0.00% | -88.9% |
| Q3 2021 | $12,000 | +1100.0% | 46 | +2200.0% | 0.01% | +800.0% |
| Q2 2021 | $1,000 | 0.0% | 2 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 4 | -55.6% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 9 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 10 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,926,000 | +19.6% | 10,833 | -3.2% | 2.12% | +7.9% |
| Q1 2020 | $1,610,000 | -29.8% | 11,190 | +0.5% | 1.97% | -3.8% |
| Q4 2019 | $2,292,000 | – | 11,136 | – | 2.04% | – |
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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% |