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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $333 | +4.4% | 1,274 | 0.0% | 0.08% | +10.7% |
| Q1 2023 | $319 | +1.9% | 1,274 | -1.4% | 0.08% | -21.1% |
| Q4 2022 | $313 | -99.9% | 1,292 | +1.7% | 0.10% | +15.9% |
| Q3 2022 | $279,000 | -3.8% | 1,271 | -0.7% | 0.08% | +7.9% |
| Q2 2022 | $290,000 | -7.9% | 1,280 | +0.6% | 0.08% | +2.7% |
| Q1 2022 | $315,000 | -11.5% | 1,272 | +1.3% | 0.07% | -7.5% |
| Q4 2021 | $356,000 | +5.3% | 1,256 | -2.3% | 0.08% | -15.8% |
| Q3 2021 | $338,000 | +1.5% | 1,286 | +0.5% | 0.10% | -38.7% |
| Q2 2021 | $333,000 | 0.0% | 1,279 | 0.0% | 0.16% | +5.4% |
| Q1 2021 | $333,000 | +13.3% | 1,279 | 0.0% | 0.15% | +5.8% |
| Q4 2020 | $294,000 | – | 1,279 | – | 0.14% | – |
Download | ||||||
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% |