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 | $466,035 | +0.8% | 1,869 | +5.7% | 0.38% | +4.4% |
| Q2 2023 | $462,297 | +1.3% | 1,768 | -3.1% | 0.36% | -4.9% |
| Q1 2023 | $456,292 | +1.5% | 1,824 | -1.8% | 0.38% | -5.2% |
| Q4 2022 | $449,432 | -1.4% | 1,858 | -10.6% | 0.40% | -7.1% |
| Q3 2022 | $456,000 | -12.5% | 2,079 | -9.8% | 0.44% | -15.2% |
| Q2 2022 | $521,000 | -17.7% | 2,305 | -2.2% | 0.51% | +3.8% |
| Q1 2022 | $633,000 | -13.0% | 2,358 | -8.3% | 0.50% | -16.9% |
| Q4 2021 | $728,000 | – | 2,571 | – | 0.60% | – |
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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% |