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 | $6,161,691 | +5.2% | 24,711 | +10.3% | 0.58% | -19.8% |
| Q2 2023 | $5,856,371 | +4.5% | 22,397 | 0.0% | 0.72% | -5.9% |
| Q1 2023 | $5,602,836 | +20.9% | 22,397 | +16.9% | 0.77% | +6.5% |
| Q4 2022 | $4,634,612 | +10.3% | 19,160 | 0.0% | 0.72% | -7.2% |
| Q3 2022 | $4,201,000 | -3.1% | 19,160 | 0.0% | 0.78% | -2.1% |
| Q2 2022 | $4,335,000 | -15.7% | 19,160 | 0.0% | 0.79% | -10.5% |
| Q1 2022 | $5,141,000 | -5.2% | 19,160 | 0.0% | 0.88% | -8.9% |
| Q4 2021 | $5,424,000 | +6.2% | 19,160 | -1.3% | 0.97% | -3.1% |
| Q3 2021 | $5,106,000 | -14.1% | 19,410 | -12.2% | 1.00% | -18.2% |
| Q2 2021 | $5,942,000 | +2.1% | 22,112 | -1.1% | 1.22% | -15.3% |
| Q1 2021 | $5,821,000 | +11.9% | 22,364 | -1.2% | 1.45% | +1.7% |
| Q4 2020 | $5,202,000 | – | 22,632 | – | 1.42% | – |
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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% |