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 | $963,847 | -25.8% | 3,865 | -22.2% | 0.24% | -33.5% |
| Q2 2023 | $1,298,362 | -45.3% | 4,965 | -47.7% | 0.36% | -54.8% |
| Q1 2023 | $2,372,906 | +6.2% | 9,485 | +2.6% | 0.78% | -7.4% |
| Q4 2022 | $2,235,372 | +14.3% | 9,241 | +3.6% | 0.85% | +16.5% |
| Q3 2022 | $1,955,000 | +8.1% | 8,918 | +11.5% | 0.73% | +14.5% |
| Q2 2022 | $1,809,000 | +12.4% | 7,997 | +33.3% | 0.64% | +34.5% |
| Q1 2022 | $1,610,000 | +188.0% | 5,999 | +203.6% | 0.47% | +192.0% |
| Q4 2021 | $559,000 | +22.6% | 1,976 | +16.4% | 0.16% | -2.4% |
| Q2 2021 | $456,000 | +39.0% | 1,698 | +34.9% | 0.17% | +17.7% |
| Q1 2021 | $328,000 | +13.5% | 1,259 | +0.1% | 0.14% | +6.8% |
| Q4 2020 | $289,000 | – | 1,258 | – | 0.13% | – |
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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% |