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 | $5,666,728 | -4.8% | 22,726 | -0.2% | 2.97% | -0.8% |
| Q2 2023 | $5,954,161 | +5.3% | 22,771 | +0.7% | 3.00% | +1.5% |
| Q1 2023 | $5,656,868 | +6.9% | 22,613 | +3.4% | 2.95% | -0.4% |
| Q4 2022 | $5,291,102 | -3.4% | 21,874 | -0.2% | 2.96% | -2.0% |
| Q3 2022 | $5,479,000 | +11.6% | 21,909 | +1.0% | 3.03% | +6.5% |
| Q2 2022 | $4,909,000 | -14.3% | 21,699 | +1.6% | 2.84% | +18.3% |
| Q1 2022 | $5,731,000 | -4.2% | 21,356 | +1.1% | 2.40% | -1.6% |
| Q4 2021 | $5,981,000 | – | 21,127 | – | 2.44% | – |
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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% |