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 | $1,933,883 | -10.3% | 7,756 | -6.0% | 0.44% | -11.9% |
| Q2 2023 | $2,156,868 | -14.6% | 8,249 | -18.3% | 0.50% | -21.5% |
| Q1 2023 | $2,527,054 | -27.0% | 10,102 | -29.4% | 0.64% | -35.1% |
| Q4 2022 | $3,460,799 | -8.7% | 14,307 | -17.3% | 0.99% | -21.8% |
| Q3 2022 | $3,791,000 | -5.4% | 17,291 | -2.3% | 1.27% | -3.8% |
| Q2 2022 | $4,006,000 | -4.7% | 17,707 | +13.1% | 1.32% | +8.5% |
| Q1 2022 | $4,202,000 | -6.1% | 15,660 | -0.9% | 1.21% | -5.8% |
| Q4 2021 | $4,475,000 | – | 15,808 | – | 1.29% | – |
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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% |