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 | $1,101,628 | -5.5% | 4,418 | -0.9% | 0.69% | -6.1% |
| Q2 2023 | $1,165,155 | +9.2% | 4,456 | +4.5% | 0.73% | -1.7% |
| Q1 2023 | $1,066,932 | +8.8% | 4,265 | +6.6% | 0.74% | -8.9% |
| Q4 2022 | $980,380 | +6.7% | 4,000 | 0.0% | 0.82% | +1.2% |
| Q3 2022 | $919,000 | -8.2% | 4,000 | -20.0% | 0.81% | -7.7% |
| Q2 2022 | $1,001,000 | -25.9% | 5,000 | 0.0% | 0.88% | -9.1% |
| Q1 2022 | $1,351,000 | -2.8% | 5,000 | 0.0% | 0.96% | +0.9% |
| Q4 2021 | $1,390,000 | +7.5% | 5,000 | +1.8% | 0.95% | -0.4% |
| Q3 2021 | $1,293,000 | -5.1% | 4,914 | -3.1% | 0.96% | +0.9% |
| Q2 2021 | $1,362,000 | -3.0% | 5,070 | -4.7% | 0.95% | -9.4% |
| Q1 2021 | $1,404,000 | +4.2% | 5,321 | -4.4% | 1.05% | -0.7% |
| Q4 2020 | $1,347,000 | – | 5,567 | – | 1.06% | – |
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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% |