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 | $6,681,063 | -4.4% | 26,794 | +0.3% | 0.57% | -4.3% |
| Q2 2023 | $6,986,748 | +6.7% | 26,720 | +2.1% | 0.60% | 0.0% |
| Q1 2023 | $6,547,255 | +84.7% | 26,172 | +78.6% | 0.60% | +73.4% |
| Q4 2022 | $3,544,363 | +11.6% | 14,653 | +1.1% | 0.35% | +3.0% |
| Q3 2022 | $3,177,000 | -6.2% | 14,490 | -3.2% | 0.34% | -7.4% |
| Q2 2022 | $3,387,000 | -13.6% | 14,973 | +2.4% | 0.36% | -11.0% |
| Q1 2022 | $3,922,000 | -0.8% | 14,615 | +4.6% | 0.41% | +2.0% |
| Q4 2021 | $3,955,000 | +14.7% | 13,970 | +6.5% | 0.40% | +3.9% |
| Q3 2021 | $3,449,000 | -0.5% | 13,112 | +1.7% | 0.38% | -5.4% |
| Q2 2021 | $3,466,000 | +8.4% | 12,899 | +5.0% | 0.41% | -6.2% |
| Q1 2021 | $3,198,000 | +21.2% | 12,285 | +7.0% | 0.43% | +10.2% |
| Q4 2020 | $2,639,000 | – | 11,481 | – | 0.39% | – |
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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% |