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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,945,827 | +3.6% | 91,578 | -0.9% | 6.37% | +3.7% |
| Q1 2023 | $23,116,178 | -13.3% | 92,406 | -16.2% | 6.14% | -14.2% |
| Q4 2022 | $26,671,749 | +7.6% | 110,264 | -2.5% | 7.16% | +4.5% |
| Q3 2022 | $24,798,000 | -3.8% | 113,098 | -0.7% | 6.85% | +8.1% |
| Q2 2022 | $25,767,000 | -24.9% | 113,896 | -11.0% | 6.34% | -11.2% |
| Q1 2022 | $34,325,000 | +0.3% | 127,918 | -1.7% | 7.14% | -6.1% |
| Q3 2021 | $34,234,000 | +12.8% | 130,134 | +15.2% | 7.61% | +5.6% |
| Q2 2021 | $30,351,000 | +104558.6% | 112,944 | +0.6% | 7.20% | +32645.5% |
| Q1 2021 | $29,000 | -99.9% | 112,251 | -7.3% | 0.02% | -99.7% |
| Q4 2020 | $27,826,000 | +24.8% | 121,073 | +0.6% | 7.55% | +27.7% |
| Q3 2020 | $22,304,000 | -2.5% | 120,367 | -6.5% | 5.92% | -7.2% |
| Q2 2020 | $22,880,000 | +28.1% | 128,673 | +3.7% | 6.37% | +5.1% |
| Q1 2020 | $17,859,000 | -25.4% | 124,141 | +6.7% | 6.06% | -3.9% |
| Q4 2019 | $23,952,000 | – | 116,378 | – | 6.31% | – |
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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% |