ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,745 | -4.6% | 777 | 0.0% | 0.09% | -10.0% |
| Q2 2023 | $203,170 | +3.9% | 777 | -0.6% | 0.10% | -9.1% |
| Q1 2023 | $195,626 | +1.3% | 782 | -2.0% | 0.11% | -5.2% |
| Q4 2022 | $193,028 | +13.5% | 798 | +2.7% | 0.12% | +10.5% |
| Q3 2022 | $170,000 | -3.4% | 777 | 0.0% | 0.10% | -1.9% |
| Q2 2022 | $176,000 | -15.8% | 777 | 0.0% | 0.11% | -6.1% |
| Q1 2022 | $209,000 | -5.0% | 777 | 0.0% | 0.11% | -16.2% |
| Q4 2021 | $220,000 | +7.8% | 777 | 0.0% | 0.14% | -17.1% |
| Q3 2021 | $204,000 | -2.4% | 777 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $209,000 | +9.4% | 777 | -6.6% | 0.17% | -7.7% |
| Q4 2020 | $191,000 | – | 832 | – | 0.18% | – |
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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% |