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 | $7,356,039 | -2.4% | 29,500 | +2.3% | 7.58% | +2.8% |
| Q2 2023 | $7,539,000 | +7.8% | 28,831 | +3.1% | 7.38% | +2.6% |
| Q1 2023 | $6,993,000 | -1.9% | 27,952 | -5.1% | 7.19% | -12.2% |
| Q4 2022 | $7,125,000 | +18.2% | 29,457 | +7.2% | 8.19% | -9.7% |
| Q3 2022 | $6,027,000 | -1.5% | 27,489 | +1.7% | 9.08% | -0.5% |
| Q2 2022 | $6,116,000 | -3.6% | 27,035 | +14.3% | 9.12% | -37.1% |
| Q1 2022 | $6,347,000 | +17.5% | 23,655 | +23.9% | 14.52% | +120.6% |
| Q4 2021 | $5,404,000 | +161.1% | 19,088 | +142.6% | 6.58% | +6.7% |
| Q3 2021 | $2,070,000 | -67.5% | 7,869 | -66.8% | 6.17% | +142.5% |
| Q2 2021 | $6,373,000 | -0.9% | 23,716 | -4.0% | 2.54% | -24.6% |
| Q1 2021 | $6,430,000 | +17.5% | 24,704 | +3.7% | 3.37% | +4.3% |
| Q4 2020 | $5,474,000 | +38.8% | 23,818 | +11.9% | 3.23% | +11.7% |
| Q3 2020 | $3,944,000 | +12.4% | 21,285 | +7.9% | 2.89% | -9.6% |
| Q2 2020 | $3,509,000 | +22.8% | 19,732 | -0.6% | 3.20% | +0.1% |
| Q1 2020 | $2,857,000 | -27.8% | 19,860 | +3.3% | 3.20% | -4.3% |
| Q4 2019 | $3,955,000 | – | 19,218 | – | 3.34% | – |
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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% |