ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,335,885 | +188.3% | 118,368 | +202.1% | 1.46% | +12.0% |
| Q2 2023 | $10,174,646 | -64.5% | 39,186 | -65.9% | 1.31% | -9.0% |
| Q1 2023 | $28,656,056 | -7.4% | 114,899 | -10.2% | 1.44% | +0.1% |
| Q4 2022 | $30,951,653 | +11.3% | 127,958 | +0.9% | 1.44% | -13.6% |
| Q3 2022 | $27,814,000 | -6.7% | 126,852 | -3.7% | 1.66% | -3.6% |
| Q2 2022 | $29,809,000 | -0.2% | 131,764 | +18.4% | 1.72% | +58.0% |
| Q1 2022 | $29,855,000 | -4.1% | 111,257 | +1.1% | 1.09% | -4.0% |
| Q4 2021 | $31,141,000 | – | 110,009 | – | 1.14% | – |
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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% |