ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,111,265 | +136.9% | 56,592 | +148.5% | 9.48% | +162.1% |
| Q2 2023 | $5,955,574 | -23.7% | 22,776 | -27.0% | 3.62% | -33.2% |
| Q1 2023 | $7,802,102 | -9.2% | 31,188 | -12.2% | 5.42% | -14.2% |
| Q4 2022 | $8,596,823 | +11.9% | 35,540 | +1.4% | 6.31% | +2.6% |
| Q3 2022 | $7,684,000 | +7.6% | 35,045 | +11.0% | 6.15% | +5.4% |
| Q2 2022 | $7,141,000 | +7.2% | 31,564 | +27.2% | 5.83% | +17.2% |
| Q1 2022 | $6,659,000 | -35.3% | 24,814 | -31.7% | 4.98% | -33.4% |
| Q4 2021 | $10,292,000 | – | 36,355 | – | 7.47% | – |
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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% |