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 | $842,191 | -29.6% | 3,479 | -21.6% | 0.56% | -25.8% |
| Q2 2023 | $1,196,797 | +15.3% | 4,437 | +6.9% | 0.76% | +1.1% |
| Q1 2023 | $1,037,836 | -63.9% | 4,149 | -65.1% | 0.75% | -62.7% |
| Q4 2022 | $2,872,127 | -48.7% | 11,874 | -53.5% | 2.01% | -52.2% |
| Q3 2022 | $5,594,000 | +937.8% | 25,513 | +970.2% | 4.20% | +804.3% |
| Q2 2022 | $539,000 | -90.8% | 2,384 | -89.0% | 0.46% | -89.7% |
| Q1 2022 | $5,839,000 | -28.2% | 21,759 | -27.4% | 4.51% | -25.4% |
| Q4 2021 | $8,131,000 | +7.5% | 29,970 | +4.3% | 6.05% | -7.5% |
| Q3 2021 | $7,561,000 | +6.0% | 28,740 | +8.2% | 6.54% | +2.6% |
| Q2 2021 | $7,136,000 | – | 26,555 | – | 6.37% | – |
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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% |