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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,253,903 | +4.8% | 4,795 | +0.3% | 0.73% | -2.9% |
Q1 2023 | $1,196,251 | +3.4% | 4,782 | +0.0% | 0.75% | -5.4% |
Q4 2022 | $1,156,555 | +14.9% | 4,781 | +4.1% | 0.79% | +1.7% |
Q3 2022 | $1,007,000 | -2.1% | 4,592 | +0.9% | 0.78% | -2.7% |
Q2 2022 | $1,029,000 | -13.1% | 4,550 | +0.2% | 0.80% | +6.2% |
Q1 2022 | $1,184,000 | – | 4,539 | – | 0.75% | – |
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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% |