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 | $2,010,728 | -29.5% | 8,057 | -26.0% | 1.36% | -27.7% |
| Q2 2023 | $2,851,134 | +111.3% | 10,892 | -99.3% | 1.88% | +70.5% |
| Q1 2023 | $1,349,481 | -57.0% | 1,526,084 | +12054.2% | 1.10% | -43.7% |
| Q4 2022 | $3,140,224 | +2.5% | 12,556 | -9.6% | 1.95% | -3.4% |
| Q3 2022 | $3,065,000 | -19.7% | 13,888 | -17.4% | 2.02% | -7.9% |
| Q2 2022 | $3,816,000 | -20.8% | 16,823 | -5.8% | 2.20% | -8.2% |
| Q1 2022 | $4,817,000 | -15.6% | 17,867 | -11.2% | 2.39% | -16.7% |
| Q4 2021 | $5,704,000 | +54.5% | 20,117 | +44.0% | 2.87% | +35.8% |
| Q3 2021 | $3,691,000 | -7.6% | 13,973 | -6.0% | 2.11% | -15.1% |
| Q2 2021 | $3,996,000 | +45.9% | 14,858 | +23.3% | 2.49% | +51.6% |
| Q1 2021 | $2,739,000 | +40.9% | 12,049 | +49.6% | 1.64% | +11.0% |
| Q4 2020 | $1,944,000 | – | 8,055 | – | 1.48% | – |
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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% |