ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |