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 | $949 | +185.8% | 3,804 | +200.0% | 0.11% | +189.7% |
| Q2 2023 | $332 | +4.7% | 1,268 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $317 | +38.4% | 1,267 | +33.8% | 0.04% | +21.9% |
| Q4 2022 | $229 | -99.9% | 947 | +0.4% | 0.03% | +3.2% |
| Q3 2022 | $207,000 | -2.8% | 943 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $213,000 | -15.8% | 943 | +0.1% | 0.03% | -3.1% |
| Q1 2022 | $253,000 | -4.9% | 942 | +0.1% | 0.03% | -3.0% |
| Q4 2021 | $266,000 | +43.0% | 941 | +33.3% | 0.03% | +26.9% |
| Q3 2021 | $186,000 | -2.1% | 706 | 0.0% | 0.03% | -7.1% |
| Q2 2021 | $190,000 | +3.8% | 706 | +0.1% | 0.03% | -12.5% |
| Q1 2021 | $183,000 | +13.0% | 705 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $162,000 | – | 705 | – | 0.03% | – |
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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% |