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 | $16,061,360 | +283.1% | 64,413 | +301.7% | 6.22% | +319.5% |
| Q2 2023 | $4,192,478 | +2.7% | 16,034 | -1.8% | 1.48% | -2.8% |
| Q1 2023 | $4,083,410 | -59.3% | 16,323 | -60.7% | 1.53% | -59.3% |
| Q4 2022 | $10,035,067 | +11.8% | 41,486 | +1.3% | 3.75% | +10.0% |
| Q3 2022 | $8,978,000 | +14.8% | 40,949 | +18.4% | 3.41% | -3.8% |
| Q2 2022 | $7,823,000 | +2.5% | 34,580 | +21.6% | 3.54% | +9.1% |
| Q1 2022 | $7,630,000 | +545.5% | 28,433 | +581.0% | 3.25% | +464.7% |
| Q4 2021 | $1,182,000 | +21.1% | 4,175 | +12.6% | 0.58% | +19.0% |
| Q3 2021 | $976,000 | -7.9% | 3,709 | -6.0% | 0.48% | -22.7% |
| Q2 2021 | $1,060,000 | -17.8% | 3,946 | -20.3% | 0.62% | -22.7% |
| Q1 2021 | $1,289,000 | -0.7% | 4,952 | -12.3% | 0.81% | -10.8% |
| Q4 2020 | $1,298,000 | +7.1% | 5,646 | -13.7% | 0.91% | -4.7% |
| Q3 2020 | $1,212,000 | +2.1% | 6,542 | -2.0% | 0.95% | -7.3% |
| Q2 2020 | $1,187,000 | -18.8% | 6,677 | -34.3% | 1.03% | -30.7% |
| Q1 2020 | $1,461,000 | -90.4% | 10,158 | -86.3% | 1.48% | -90.1% |
| Q4 2019 | $15,211,000 | +7.9% | 73,906 | +1.3% | 15.04% | -1.9% |
| Q3 2019 | $14,096,000 | +7.7% | 72,951 | +8.2% | 15.34% | +7.8% |
| Q2 2019 | $13,094,000 | +8.2% | 67,406 | +5.5% | 14.22% | +6.4% |
| Q1 2019 | $12,105,000 | +26.3% | 63,911 | +10.7% | 13.37% | +36.2% |
| Q4 2018 | $9,585,000 | – | 57,719 | – | 9.82% | – |
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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% |