ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,453,005 | -7.3% | 69,994 | -2.8% | 8.98% | -1.9% |
| Q2 2023 | $18,822,639 | +9.6% | 71,985 | +4.8% | 9.15% | +1.0% |
| Q1 2023 | $17,175,486 | +7.9% | 68,658 | +4.3% | 9.07% | -2.1% |
| Q4 2022 | $15,918,057 | +7.1% | 65,807 | -3.0% | 9.26% | +3.0% |
| Q3 2022 | $14,869,000 | +63.2% | 67,814 | +68.4% | 9.00% | +42.0% |
| Q2 2022 | $9,109,000 | -22.9% | 40,264 | -8.6% | 6.34% | -13.6% |
| Q1 2022 | $11,817,000 | +17.4% | 44,039 | +23.9% | 7.34% | +16.6% |
| Q4 2021 | $10,066,000 | +5.6% | 35,558 | -1.8% | 6.29% | -4.2% |
| Q3 2021 | $9,529,000 | +1.0% | 36,222 | +3.2% | 6.57% | +1.0% |
| Q2 2021 | $9,431,000 | +7.1% | 35,096 | +3.7% | 6.50% | -0.5% |
| Q1 2021 | $8,807,000 | +16.6% | 33,837 | +2.9% | 6.53% | +8.6% |
| Q4 2020 | $7,554,000 | +49.5% | 32,869 | +20.5% | 6.02% | +26.2% |
| Q3 2020 | $5,053,000 | +13.8% | 27,269 | +9.2% | 4.77% | +2.3% |
| Q2 2020 | $4,442,000 | +150.1% | 24,982 | +102.4% | 4.66% | +117.1% |
| Q1 2020 | $1,776,000 | -69.2% | 12,345 | -55.9% | 2.15% | -60.2% |
| Q4 2019 | $5,766,000 | -4.1% | 28,016 | -10.0% | 5.40% | +9.6% |
| Q3 2019 | $6,014,000 | +0.8% | 31,122 | +1.4% | 4.92% | -2.3% |
| Q2 2019 | $5,964,000 | +7.2% | 30,703 | +4.5% | 5.04% | -2.3% |
| Q1 2019 | $5,566,000 | +30.2% | 29,388 | +14.2% | 5.16% | +8.7% |
| Q4 2018 | $4,275,000 | -11.9% | 25,741 | +6.8% | 4.74% | +3.6% |
| Q3 2018 | $4,852,000 | +6.4% | 24,103 | +2.9% | 4.58% | +2.8% |
| Q2 2018 | $4,561,000 | +3.1% | 23,417 | -0.7% | 4.45% | +0.5% |
| Q1 2018 | $4,423,000 | -2.9% | 23,583 | -1.7% | 4.43% | -3.6% |
| Q4 2017 | $4,555,000 | – | 24,002 | – | 4.60% | – |
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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% |