ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,206,494 | +3.1% | 64,995 | +8.1% | 0.20% | +17.4% |
| Q2 2023 | $15,723,374 | -0.1% | 60,132 | -4.5% | 0.17% | -13.9% |
| Q1 2023 | $15,744,760 | +78.0% | 62,939 | +72.1% | 0.19% | -37.4% |
| Q4 2022 | $8,846,226 | -0.6% | 36,571 | -9.9% | 0.31% | -12.2% |
| Q3 2022 | $8,903,000 | -8.4% | 40,603 | -5.5% | 0.35% | -9.5% |
| Q2 2022 | $9,722,000 | -18.9% | 42,976 | -3.8% | 0.39% | -7.4% |
| Q1 2022 | $11,990,000 | -10.9% | 44,684 | -6.0% | 0.42% | -6.4% |
| Q4 2021 | $13,460,000 | +6.0% | 47,550 | -1.5% | 0.45% | -3.6% |
| Q3 2021 | $12,694,000 | -3.5% | 48,252 | -1.4% | 0.47% | -9.7% |
| Q2 2021 | $13,154,000 | +0.7% | 48,948 | -2.5% | 0.52% | -8.5% |
| Q1 2021 | $13,064,000 | +13.1% | 50,192 | -0.1% | 0.56% | +5.0% |
| Q4 2020 | $11,546,000 | +26.5% | 50,237 | +2.0% | 0.54% | +13.5% |
| Q3 2020 | $9,124,000 | -0.9% | 49,235 | -4.9% | 0.47% | -4.8% |
| Q2 2020 | $9,211,000 | +33.5% | 51,798 | +8.0% | 0.50% | +5.1% |
| Q1 2020 | $6,900,000 | -23.9% | 47,963 | +8.9% | 0.47% | -33.4% |
| Q4 2019 | $9,063,000 | – | 44,032 | – | 0.71% | – |
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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% |