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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,390 | +7.2% | 5,574 | +12.3% | 0.78% | +10.9% |
| Q2 2023 | $1,297 | +10.2% | 4,962 | +5.4% | 0.70% | +0.6% |
| Q1 2023 | $1,177 | +6.7% | 4,706 | +3.2% | 0.70% | -0.3% |
| Q4 2022 | $1,103 | -99.9% | 4,561 | +9.2% | 0.70% | +7.4% |
| Q3 2022 | $916,000 | -3.1% | 4,178 | -0.0% | 0.65% | +1.1% |
| Q2 2022 | $945,000 | -14.8% | 4,179 | +1.1% | 0.64% | +0.2% |
| Q1 2022 | $1,109,000 | -5.3% | 4,133 | -0.1% | 0.64% | -4.2% |
| Q4 2021 | $1,171,000 | +4.7% | 4,139 | -2.7% | 0.67% | -4.6% |
| Q3 2021 | $1,118,000 | +13.0% | 4,252 | +15.4% | 0.70% | +11.1% |
| Q2 2021 | $989,000 | +32.2% | 3,683 | +28.2% | 0.63% | +19.5% |
| Q1 2021 | $748,000 | +10.3% | 2,872 | -2.6% | 0.53% | +3.9% |
| Q4 2020 | $678,000 | – | 2,950 | – | 0.51% | – |
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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% |