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 | $2,533,825 | +28.8% | 10,115 | +37.2% | 0.80% | +29.5% |
| Q2 2023 | $1,967,693 | +49.6% | 7,374 | +38.3% | 0.61% | +35.2% |
| Q1 2023 | $1,315,618 | +15.1% | 5,332 | +16.9% | 0.45% | +7.8% |
| Q4 2022 | $1,142,758 | +31.5% | 4,563 | +19.5% | 0.42% | +16.3% |
| Q3 2022 | $869,000 | +144.1% | 3,819 | +148.8% | 0.36% | +86.6% |
| Q2 2022 | $356,000 | +67.1% | 1,535 | +93.6% | 0.19% | +104.2% |
| Q1 2022 | $213,000 | – | 793 | – | 0.10% | – |
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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% |