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 | $5,345,363 | -9.0% | 21,945 | -0.3% | 4.74% | +7.1% |
| Q2 2023 | $5,873,729 | +11.5% | 22,013 | +4.6% | 4.42% | -9.0% |
| Q1 2023 | $5,266,368 | +12.0% | 21,052 | -1.8% | 4.86% | +9.8% |
| Q3 2022 | $4,701,000 | -6.9% | 21,442 | -3.9% | 4.43% | +1.0% |
| Q2 2022 | $5,049,000 | -17.9% | 22,319 | -2.6% | 4.38% | +1.5% |
| Q1 2022 | $6,147,000 | -45.5% | 22,909 | -42.6% | 4.32% | -45.5% |
| Q4 2021 | $11,288,000 | – | 39,877 | – | 7.93% | – |
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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% |