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 | $16,303,130 | -3.8% | 65,383 | +0.9% | 8.28% | -6.2% |
| Q2 2023 | $16,947,699 | +4.7% | 64,815 | +0.2% | 8.82% | +0.4% |
| Q1 2023 | $16,180,230 | +2.4% | 64,680 | -1.0% | 8.78% | -3.1% |
| Q4 2022 | $15,802,174 | +8.1% | 65,328 | -2.0% | 9.06% | +6.2% |
| Q3 2022 | $14,615,000 | -3.2% | 66,656 | -0.2% | 8.53% | +1.1% |
| Q2 2022 | $15,103,000 | -17.2% | 66,761 | -1.1% | 8.44% | -3.5% |
| Q1 2022 | $18,230,000 | -2.8% | 67,500 | +1.8% | 8.75% | -0.6% |
| Q4 2021 | $18,761,000 | +7.9% | 66,275 | +0.3% | 8.80% | -2.1% |
| Q3 2021 | $17,385,000 | -2.5% | 66,083 | -0.4% | 8.99% | -4.4% |
| Q2 2021 | $17,824,000 | +1.8% | 66,328 | -1.4% | 9.41% | -7.2% |
| Q1 2021 | $17,503,000 | +13.2% | 67,248 | -0.1% | 10.14% | +4.3% |
| Q4 2020 | $15,467,000 | – | 67,296 | – | 9.72% | – |
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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% |