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 | $799,665 | -3.1% | 3,207 | +1.6% | 0.31% | -3.4% |
| Q2 2023 | $825,231 | +6.7% | 3,156 | +2.1% | 0.32% | +1.3% |
| Q1 2023 | $773,245 | +40.0% | 3,091 | +35.3% | 0.32% | +28.6% |
| Q4 2022 | $552,477 | -30.2% | 2,284 | -36.7% | 0.25% | -37.1% |
| Q3 2022 | $791,000 | -2.8% | 3,608 | +0.3% | 0.39% | +11.9% |
| Q2 2022 | $814,000 | -25.3% | 3,597 | -11.4% | 0.35% | -15.4% |
| Q1 2022 | $1,090,000 | -5.2% | 4,062 | 0.0% | 0.42% | -8.2% |
| Q4 2021 | $1,150,000 | +0.8% | 4,062 | -6.4% | 0.45% | -7.7% |
| Q3 2021 | $1,141,000 | -2.1% | 4,338 | 0.0% | 0.49% | -1.4% |
| Q2 2021 | $1,166,000 | +3.3% | 4,338 | 0.0% | 0.50% | -9.6% |
| Q1 2021 | $1,129,000 | +11.8% | 4,338 | -1.3% | 0.55% | -1.8% |
| Q4 2020 | $1,010,000 | – | 4,395 | – | 0.56% | – |
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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% |