ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,071 | -4.5% | 1,817 | +0.1% | 0.16% | -6.5% |
| Q2 2023 | $474,589 | -6.8% | 1,815 | -10.8% | 0.17% | -15.1% |
| Q1 2023 | $509,149 | +20.1% | 2,035 | +16.0% | 0.20% | +4.2% |
| Q4 2022 | $424,000 | +10.4% | 1,755 | +0.3% | 0.19% | -1.5% |
| Q3 2022 | $384,000 | -3.8% | 1,750 | -0.8% | 0.19% | -10.2% |
| Q2 2022 | $399,000 | -15.5% | 1,765 | +0.2% | 0.22% | +3.3% |
| Q1 2022 | $472,000 | -8.0% | 1,761 | -2.8% | 0.21% | -6.3% |
| Q4 2021 | $513,000 | +12.3% | 1,812 | +4.3% | 0.22% | +0.9% |
| Q3 2021 | $457,000 | +1.3% | 1,737 | +0.3% | 0.22% | -7.9% |
| Q2 2021 | $451,000 | 0.0% | 1,731 | 0.0% | 0.24% | 0.0% |
| Q1 2021 | $451,000 | +24.6% | 1,731 | +9.8% | 0.24% | +6.7% |
| Q4 2020 | $362,000 | – | 1,576 | – | 0.22% | – |
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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% |