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 | $681,334 | -6.9% | 2,732 | -2.4% | 0.58% | -11.9% |
| Q2 2023 | $731,778 | +7.4% | 2,799 | +2.8% | 0.66% | -11.9% |
| Q1 2023 | $681,515 | -1.6% | 2,724 | -4.9% | 0.75% | -12.9% |
| Q4 2022 | $692,694 | +10.8% | 2,864 | +0.5% | 0.86% | +3.5% |
| Q3 2022 | $625,000 | -7.0% | 2,851 | -1.8% | 0.83% | -4.4% |
| Q2 2022 | $672,000 | -20.3% | 2,902 | -7.6% | 0.87% | -21.2% |
| Q1 2022 | $843,000 | -1.6% | 3,140 | +3.8% | 1.10% | +19.0% |
| Q4 2021 | $857,000 | – | 3,026 | – | 0.92% | – |
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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% |