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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,750,515 | -10.9% | 7,020 | -6.5% | 2.00% | -8.9% |
| Q2 2023 | $1,963,796 | +5.0% | 7,510 | +0.4% | 2.20% | +5.3% |
| Q1 2023 | $1,870,745 | +3.8% | 7,478 | +0.4% | 2.09% | -2.9% |
| Q4 2022 | $1,802,090 | +15.0% | 7,450 | +4.3% | 2.15% | -0.5% |
| Q3 2022 | $1,567,000 | -0.6% | 7,145 | +2.6% | 2.16% | +0.6% |
| Q2 2022 | $1,576,000 | -16.6% | 6,967 | -1.1% | 2.15% | -2.4% |
| Q1 2022 | $1,889,000 | +7.0% | 7,041 | +12.9% | 2.20% | +11.8% |
| Q4 2021 | $1,765,000 | – | 6,234 | – | 1.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |