ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,378 | +50.1% | 57,660 | +57.4% | 2.29% | +87.2% |
| Q2 2023 | $9,579 | +13.1% | 36,635 | +8.2% | 1.22% | -20.5% |
| Q1 2023 | $8,468 | -98.9% | 33,852 | -99.1% | 1.54% | +737.0% |
| Q3 2022 | $799,000 | -76.5% | 3,573,937 | +23653.4% | 0.18% | -64.7% |
| Q2 2022 | $3,404,000 | +566.1% | 15,046 | -99.6% | 0.52% | -76.6% |
| Q1 2022 | $511,000 | -86.5% | 3,918,331 | +27039.0% | 2.22% | +336.7% |
| Q4 2021 | $3,788,000 | +1.7% | 14,438 | +1.8% | 0.51% | -0.2% |
| Q3 2021 | $3,723,000 | +13.0% | 14,188 | -1.1% | 0.51% | -2.9% |
| Q4 2020 | $3,296,000 | – | 14,339 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |