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 | $9,915,863 | -7.6% | 39,767 | -3.1% | 0.40% | -4.9% |
| Q2 2023 | $10,726,151 | +3.7% | 41,021 | -0.7% | 0.42% | -1.2% |
| Q1 2023 | $10,338,828 | +17.3% | 41,329 | +2.8% | 0.43% | -9.9% |
| Q3 2022 | $8,811,000 | -2.4% | 40,186 | +0.7% | 0.48% | +3.2% |
| Q2 2022 | $9,029,000 | -15.7% | 39,911 | +5.5% | 0.46% | -21.4% |
| Q4 2021 | $10,705,000 | – | 37,814 | – | 0.59% | – |
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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% |