ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,969 | -8.1% | 3,894 | -3.6% | 1.00% | -3.3% |
| Q2 2023 | $1,056,641 | -41.4% | 4,041 | -43.9% | 1.04% | -44.9% |
| Q1 2023 | $1,802,653 | -3.6% | 7,206 | -6.8% | 1.88% | +31.7% |
| Q4 2022 | $1,869,810 | +9.0% | 7,730 | -1.2% | 1.43% | -7.4% |
| Q3 2022 | $1,715,000 | -6.3% | 7,820 | -3.3% | 1.54% | -1.4% |
| Q2 2022 | $1,830,000 | -15.8% | 8,088 | -0.1% | 1.57% | -5.3% |
| Q1 2022 | $2,173,000 | -13.1% | 8,097 | -8.4% | 1.65% | +13.8% |
| Q4 2021 | $2,502,000 | +11.2% | 8,837 | +3.3% | 1.45% | -7.7% |
| Q3 2021 | $2,251,000 | +4.6% | 8,556 | +6.8% | 1.58% | -5.7% |
| Q2 2021 | $2,152,000 | +21.3% | 8,008 | +17.5% | 1.67% | +13.4% |
| Q1 2021 | $1,774,000 | +674.7% | 6,816 | -1.9% | 1.47% | +2314.8% |
| Q4 2020 | $229,000 | -80.7% | 6,945 | +8.2% | 0.06% | -94.6% |
| Q3 2020 | $1,189,000 | +3.8% | 6,418 | -0.3% | 1.12% | +319.8% |
| Q2 2020 | $1,145,000 | – | 6,439 | – | 0.27% | – |
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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% |