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 | $69,569 | -4.6% | 279 | 0.0% | 0.03% | -23.8% |
| Q2 2023 | $72,953 | -73.0% | 279 | -74.1% | 0.04% | -71.6% |
| Q1 2023 | $269,923 | +300.0% | 1,079 | +286.7% | 0.15% | +289.5% |
| Q4 2022 | $67,487 | +10.6% | 279 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $61,000 | -99.9% | 279 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $63,118,000 | +12995.0% | 279 | -84.5% | 0.04% | -90.3% |
| Q1 2022 | $482,000 | -4.6% | 1,797 | +0.7% | 0.39% | +22.0% |
| Q4 2021 | $505,000 | +245.9% | 1,785 | +219.9% | 0.32% | +292.7% |
| Q3 2021 | $146,000 | +94.7% | 558 | +100.0% | 0.08% | +36.7% |
| Q2 2021 | $75,000 | – | 279 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |