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 | $412 | +23.4% | 1,654 | +29.1% | 0.20% | +45.2% |
| Q2 2023 | $334 | +4.4% | 1,281 | 0.0% | 0.14% | +4.7% |
| Q1 2023 | $320 | +1.3% | 1,281 | -2.1% | 0.13% | -5.1% |
| Q4 2022 | $316 | -99.9% | 1,309 | -41.5% | 0.14% | -36.4% |
| Q3 2022 | $490,000 | -21.2% | 2,236 | -18.7% | 0.21% | -13.4% |
| Q2 2022 | $622,000 | -39.8% | 2,750 | -28.7% | 0.25% | -28.8% |
| Q1 2022 | $1,034,000 | +17.6% | 3,855 | +0.8% | 0.35% | -14.7% |
| Q4 2021 | $879,000 | -15.2% | 3,824 | -2.9% | 0.41% | +6.8% |
| Q3 2021 | $1,036,000 | +59.6% | 3,937 | +63.0% | 0.38% | +37.5% |
| Q2 2021 | $649,000 | -32.1% | 2,416 | -34.2% | 0.28% | -31.8% |
| Q1 2021 | $956,000 | +8.8% | 3,672 | -4.0% | 0.41% | -0.2% |
| Q4 2020 | $879,000 | – | 3,824 | – | 0.41% | – |
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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% |