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 | $591,039 | -40.6% | 2,504 | -34.2% | 0.15% | -25.4% |
| Q2 2023 | $994,303 | +44.8% | 3,803 | +38.5% | 0.20% | +34.9% |
| Q1 2023 | $686,781 | +3.6% | 2,745 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $662,725 | +41.9% | 2,740 | +28.6% | 0.15% | +27.1% |
| Q3 2022 | $467,000 | -2.9% | 2,130 | +0.2% | 0.12% | -0.8% |
| Q2 2022 | $481,000 | -15.5% | 2,125 | +0.1% | 0.12% | -5.6% |
| Q1 2022 | $569,000 | -25.5% | 2,122 | -21.4% | 0.13% | -24.1% |
| Q4 2021 | $764,000 | +8.7% | 2,700 | +1.0% | 0.17% | +1.2% |
| Q3 2021 | $703,000 | -2.0% | 2,672 | +0.1% | 0.16% | +3.8% |
| Q2 2021 | $717,000 | -13.6% | 2,668 | -16.4% | 0.16% | -21.8% |
| Q1 2021 | $830,000 | +62.1% | 3,190 | +43.2% | 0.20% | +46.4% |
| Q4 2020 | $512,000 | +124.6% | 2,228 | +81.3% | 0.14% | +79.2% |
| Q3 2020 | $228,000 | +4.6% | 1,229 | +0.3% | 0.08% | -10.5% |
| Q2 2020 | $218,000 | +23.9% | 1,225 | +0.2% | 0.09% | -9.5% |
| Q1 2020 | $176,000 | – | 1,222 | – | 0.10% | – |
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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% |