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 | $28,388,234 | +4.3% | 113,849 | +9.4% | 1.08% | +7.6% |
| Q2 2023 | $27,215,799 | +11.0% | 104,084 | +6.2% | 1.00% | +5.2% |
| Q1 2023 | $24,519,775 | +153802.7% | 98,016 | +48.8% | 0.96% | +6.6% |
| Q4 2022 | $15,932 | -99.9% | 65,864 | -13.4% | 0.90% | -10.9% |
| Q3 2022 | $16,566,000 | -32.5% | 76,069 | -29.8% | 1.01% | -0.5% |
| Q2 2022 | $24,527,000 | -48.6% | 108,415 | -39.0% | 1.01% | -20.9% |
| Q1 2022 | $47,750,000 | -1.6% | 177,754 | +3.7% | 1.28% | +18.7% |
| Q4 2021 | $48,534,000 | +9.1% | 171,335 | +1.0% | 1.08% | -8.7% |
| Q3 2021 | $44,497,000 | +2.8% | 169,685 | +6.0% | 1.18% | +0.6% |
| Q2 2021 | $43,297,000 | +28.0% | 160,076 | +22.8% | 1.17% | +30.2% |
| Q1 2021 | $33,837,000 | – | 130,319 | – | 0.90% | – |
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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% |