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 | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
| Q2 2023 | $538,859 | +4.3% | 2,061 | -0.2% | 0.12% | -0.8% |
| Q1 2023 | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
| Q4 2022 | $499,432 | +7.4% | 2,075 | -2.1% | 0.18% | -4.4% |
| Q3 2022 | $465,000 | -12.3% | 2,120 | -0.5% | 0.18% | +1.7% |
| Q2 2022 | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
| Q1 2022 | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
| Q4 2021 | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
| Q3 2021 | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
| Q2 2021 | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
| Q1 2021 | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
| Q4 2020 | $520,000 | – | 2,261 | – | 0.20% | – |
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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% |