ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,446 | -4.8% | 4,698 | -0.1% | 0.38% | -3.3% |
| Q2 2023 | $1,230,263 | +4.5% | 4,705 | 0.0% | 0.39% | -2.0% |
| Q1 2023 | $1,177,003 | +3.4% | 4,705 | 0.0% | 0.40% | -2.0% |
| Q4 2022 | $1,138,092 | +8.6% | 4,705 | -1.6% | 0.41% | -1.4% |
| Q3 2022 | $1,048,000 | -3.9% | 4,780 | -0.8% | 0.42% | -1.7% |
| Q2 2022 | $1,090,000 | -4.6% | 4,819 | +13.3% | 0.42% | +5.8% |
| Q1 2022 | $1,142,000 | +0.3% | 4,255 | +5.8% | 0.40% | +0.8% |
| Q4 2021 | $1,139,000 | – | 4,022 | – | 0.40% | – |
Download | ||||||
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% |