ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,969 | -8.0% | 6,650 | -1.6% | 0.49% | -27.0% |
| Q2 2023 | $1,754,975 | +7.1% | 6,759 | +1.7% | 0.68% | +0.3% |
| Q1 2023 | $1,639,095 | -14.0% | 6,643 | -9.0% | 0.67% | -15.7% |
| Q4 2022 | $1,906,866 | +11.1% | 7,304 | -4.0% | 0.80% | -41.8% |
| Q3 2022 | $1,717,000 | +3.4% | 7,608 | +6.4% | 1.37% | +0.5% |
| Q2 2022 | $1,661,000 | -15.4% | 7,153 | -6.3% | 1.36% | +3.6% |
| Q1 2022 | $1,964,000 | -5.3% | 7,632 | +0.2% | 1.32% | -2.5% |
| Q4 2021 | $2,075,000 | – | 7,617 | – | 1.35% | – |
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% |