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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,984,117 | +11.4% | 7,159 | +0.3% | 0.74% | +3.2% |
| Q3 2023 | $1,780,608 | -3.8% | 7,141 | +0.9% | 0.71% | -0.6% |
| Q2 2023 | $1,850,751 | -15.4% | 7,078 | -19.1% | 0.72% | -19.4% |
| Q1 2023 | $2,187,654 | +1.0% | 8,745 | -2.3% | 0.89% | +5.8% |
| Q4 2022 | $2,165,641 | -11.7% | 8,953 | -20.0% | 0.84% | -19.7% |
| Q3 2022 | $2,453,000 | -2.7% | 11,189 | +0.4% | 1.05% | +0.1% |
| Q2 2022 | $2,522,000 | -32.0% | 11,149 | -19.4% | 1.05% | -22.3% |
| Q1 2022 | $3,710,000 | -3.0% | 13,825 | +2.3% | 1.35% | +1.0% |
| Q4 2021 | $3,824,000 | – | 13,509 | – | 1.34% | – |
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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% |