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 | $2,874,008 | -4.7% | 11,526 | -0.1% | 2.86% | +3.8% |
| Q2 2023 | $3,016,695 | +8.4% | 11,537 | +3.8% | 2.75% | -1.2% |
| Q1 2023 | $2,781,779 | +3.2% | 11,120 | -0.2% | 2.79% | -32.1% |
| Q4 2022 | $2,695,380 | +34.8% | 11,143 | +22.2% | 4.11% | +91.5% |
| Q3 2022 | $1,999,000 | -8.6% | 9,115 | -5.7% | 2.14% | -9.2% |
| Q2 2022 | $2,187,000 | -16.0% | 9,669 | -0.3% | 2.36% | -2.1% |
| Q1 2022 | $2,603,000 | -6.9% | 9,700 | -1.8% | 2.41% | -1.9% |
| Q4 2021 | $2,796,000 | – | 9,877 | – | 2.46% | – |
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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% |