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 | $408,039 | +6.8% | 1,636 | +12.0% | 0.25% | +11.6% |
| Q2 2023 | $382,132 | +3.8% | 1,461 | -0.7% | 0.22% | -3.4% |
| Q1 2023 | $368,009 | +3.4% | 1,471 | 0.0% | 0.23% | -3.3% |
| Q4 2022 | $355,749 | -15.3% | 1,471 | -23.1% | 0.24% | -20.3% |
| Q3 2022 | $420,000 | -8.7% | 1,914 | -5.9% | 0.30% | -5.6% |
| Q2 2022 | $460,000 | -11.4% | 2,034 | +5.2% | 0.32% | +3.6% |
| Q1 2022 | $519,000 | -2.1% | 1,933 | +3.2% | 0.31% | -5.8% |
| Q4 2021 | $530,000 | +46.4% | 1,873 | +36.2% | 0.33% | +24.3% |
| Q3 2021 | $362,000 | +0.3% | 1,375 | +2.2% | 0.26% | -0.8% |
| Q2 2021 | $361,000 | +3.7% | 1,345 | +0.4% | 0.26% | -8.9% |
| Q1 2021 | $348,000 | +13.0% | 1,339 | +0.1% | 0.29% | +12.4% |
| Q4 2020 | $308,000 | – | 1,338 | – | 0.26% | – |
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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% |