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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $979,845 | -76.2% | 3,917 | -77.0% | 1.57% | -38.8% |
| Q4 2022 | $4,122,050 | +33.1% | 17,041 | +20.6% | 2.56% | +26.7% |
| Q3 2022 | $3,097,000 | +22.2% | 14,125 | +26.1% | 2.02% | +26.7% |
| Q2 2022 | $2,535,000 | -9.0% | 11,205 | +7.9% | 1.59% | +2.5% |
| Q1 2022 | $2,787,000 | -2.2% | 10,385 | +3.1% | 1.56% | -7.4% |
| Q4 2021 | $2,850,000 | – | 10,068 | – | 1.68% | – |
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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% |