ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,411,000 | +1.1% | 6,435 | +4.3% | 1.19% | +7.7% |
| Q2 2022 | $1,396,000 | -17.6% | 6,169 | -2.3% | 1.10% | +0.5% |
| Q1 2022 | $1,694,000 | -1.2% | 6,314 | +4.2% | 1.10% | +5.9% |
| Q4 2021 | $1,715,000 | +12.0% | 6,059 | +4.1% | 1.04% | +6.4% |
| Q3 2021 | $1,531,000 | +5.2% | 5,818 | +7.5% | 0.98% | +6.1% |
| Q2 2021 | $1,455,000 | – | 5,413 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |