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 | $353,080 | -4.6% | 1,416 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $370,256 | +4.5% | 1,416 | 0.0% | 0.09% | +7.5% |
| Q1 2023 | $354,227 | +101397.7% | 1,416 | -1.9% | 0.08% | +5.3% |
| Q4 2022 | $349 | -99.9% | 1,443 | -21.7% | 0.08% | -17.4% |
| Q3 2022 | $404,000 | -12.6% | 1,842 | -9.8% | 0.09% | +1.1% |
| Q2 2022 | $462,000 | -24.9% | 2,042 | -10.9% | 0.09% | +8.3% |
| Q1 2022 | $615,000 | +168.6% | 2,292 | +183.0% | 0.08% | +171.0% |
| Q4 2021 | $229,000 | +10.1% | 810 | +4.5% | 0.03% | -3.1% |
| Q2 2021 | $208,000 | +3.0% | 775 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $202,000 | – | 775 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |