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 | $1,377,592 | -8.1% | 5,525 | -3.7% | 0.16% | -4.6% |
| Q2 2023 | $1,499,669 | +5.4% | 5,735 | +0.8% | 0.17% | 0.0% |
| Q1 2023 | $1,423,236 | +3.2% | 5,689 | -0.3% | 0.17% | 0.0% |
| Q4 2022 | $1,379,755 | +10.8% | 5,704 | +0.4% | 0.17% | 0.0% |
| Q3 2022 | $1,245,000 | -2.0% | 5,680 | +1.1% | 0.17% | -39.7% |
| Q2 2022 | $1,270,000 | -15.4% | 5,616 | +0.3% | 0.29% | +60.3% |
| Q1 2022 | $1,502,000 | -6.0% | 5,598 | -0.8% | 0.18% | -6.8% |
| Q4 2021 | $1,598,000 | +9.5% | 5,645 | +1.7% | 0.19% | -1.5% |
| Q3 2021 | $1,460,000 | -1.1% | 5,548 | +1.0% | 0.20% | -40.0% |
| Q2 2021 | $1,476,000 | +16.4% | 5,491 | -0.5% | 0.32% | -1.2% |
| Q4 2020 | $1,268,000 | +24.7% | 5,517 | +0.5% | 0.33% | +3.8% |
| Q3 2020 | $1,017,000 | -1.7% | 5,487 | -5.7% | 0.32% | -11.7% |
| Q2 2020 | $1,035,000 | +25.2% | 5,821 | +1.2% | 0.36% | +0.6% |
| Q1 2020 | $827,000 | -30.5% | 5,751 | -0.6% | 0.36% | -17.4% |
| Q4 2019 | $1,190,000 | – | 5,783 | – | 0.43% | – |
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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% |