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 | $3,655,163 | -12.3% | 14,659 | -8.0% | 2.37% | -13.3% |
| Q2 2023 | $4,168,453 | -0.3% | 15,942 | -4.6% | 2.74% | -2.1% |
| Q1 2023 | $4,181,115 | -2.1% | 16,714 | -5.3% | 2.80% | -10.6% |
| Q4 2022 | $4,269,302 | +9.4% | 17,650 | -0.8% | 3.13% | -0.2% |
| Q3 2022 | $3,901,000 | -5.4% | 17,791 | -2.4% | 3.14% | -1.8% |
| Q2 2022 | $4,123,000 | -14.4% | 18,225 | +1.5% | 3.20% | +10.2% |
| Q1 2022 | $4,816,000 | -5.2% | 17,949 | -0.0% | 2.90% | +0.4% |
| Q4 2021 | $5,082,000 | +13.1% | 17,952 | +5.1% | 2.89% | +6.2% |
| Q3 2021 | $4,494,000 | -0.2% | 17,085 | +1.9% | 2.72% | -3.0% |
| Q2 2021 | $4,505,000 | +16.6% | 16,764 | +13.0% | 2.80% | +4.0% |
| Q1 2021 | $3,862,000 | +25.4% | 14,836 | +10.7% | 2.70% | +18.3% |
| Q4 2020 | $3,080,000 | – | 13,401 | – | 2.28% | – |
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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% |