ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,481,366 | -0.5% | 66,097 | +4.4% | 11.45% | -12.4% |
| Q2 2023 | $16,556,474 | +4.0% | 63,318 | -0.5% | 13.07% | -0.8% |
| Q1 2023 | $15,920,763 | +107954.6% | 63,642 | +4.5% | 13.17% | +1.4% |
| Q4 2022 | $14,734 | -99.9% | 60,910 | -2.3% | 12.98% | +10.9% |
| Q3 2022 | $13,669,000 | -5.8% | 62,343 | -2.8% | 11.70% | +3.7% |
| Q2 2022 | $14,508,000 | -15.0% | 64,127 | +0.8% | 11.28% | -4.0% |
| Q1 2022 | $17,075,000 | -2.8% | 63,631 | +2.6% | 11.75% | +12.4% |
| Q4 2021 | $17,559,000 | +9.9% | 62,027 | +2.1% | 10.46% | +3.3% |
| Q3 2021 | $15,979,000 | +4.5% | 60,740 | +6.7% | 10.12% | +2.7% |
| Q2 2021 | $15,294,000 | +8.7% | 56,912 | +5.3% | 9.85% | -1.3% |
| Q1 2021 | $14,070,000 | +14.5% | 54,056 | +1.1% | 9.98% | +4.7% |
| Q4 2020 | $12,292,000 | +85.0% | 53,482 | +49.2% | 9.54% | +56.1% |
| Q3 2020 | $6,644,000 | +7.8% | 35,852 | +3.4% | 6.11% | -11.0% |
| Q2 2020 | $6,164,000 | +29.0% | 34,664 | +4.3% | 6.87% | +0.5% |
| Q1 2020 | $4,779,000 | -30.9% | 33,219 | -1.1% | 6.83% | +1.0% |
| Q4 2019 | $6,913,000 | – | 33,587 | – | 6.77% | – |
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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% |