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 | $2,762,614 | -17.3% | 11,079 | -13.3% | 0.28% | -20.5% |
| Q2 2023 | $3,341,010 | +6.0% | 12,777 | +1.4% | 0.36% | -4.8% |
| Q1 2023 | $3,153,017 | -11.0% | 12,604 | -13.9% | 0.37% | -19.0% |
| Q4 2022 | $3,542,738 | +8.7% | 14,646 | -1.4% | 0.46% | -2.7% |
| Q3 2022 | $3,258,000 | +1.5% | 14,857 | +4.7% | 0.48% | +6.0% |
| Q2 2022 | $3,210,000 | -16.5% | 14,187 | -1.0% | 0.45% | -11.3% |
| Q1 2022 | $3,845,000 | -8.6% | 14,330 | -3.6% | 0.50% | -7.0% |
| Q4 2021 | $4,206,000 | +3.0% | 14,859 | -4.2% | 0.54% | -4.2% |
| Q3 2021 | $4,082,000 | -1.7% | 15,517 | +0.4% | 0.57% | -3.6% |
| Q2 2021 | $4,151,000 | -9.1% | 15,448 | -12.0% | 0.59% | -15.9% |
| Q1 2021 | $4,568,000 | +0.8% | 17,548 | -11.0% | 0.70% | -7.5% |
| Q4 2020 | $4,532,000 | – | 19,719 | – | 0.76% | – |
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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% |