ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32,967,093 | +4.9% | 136,286 | -4.9% | 7.85% | -12.5% |
| Q3 2022 | $31,420,000 | -5.6% | 143,293 | -2.6% | 8.97% | -4.6% |
| Q2 2022 | $33,286,000 | -16.5% | 147,125 | -1.0% | 9.41% | -13.4% |
| Q1 2022 | $39,868,000 | -5.2% | 148,562 | 0.0% | 10.86% | +14.6% |
| Q4 2021 | $42,055,000 | +11.9% | 148,562 | +4.0% | 9.48% | +0.5% |
| Q3 2021 | $37,591,000 | +11.1% | 142,884 | +13.5% | 9.43% | +8.2% |
| Q2 2021 | $33,821,000 | +5.4% | 125,854 | +2.1% | 8.71% | -2.6% |
| Q1 2021 | $32,079,000 | +205.4% | 123,250 | +169.6% | 8.94% | +166.5% |
| Q4 2020 | $10,505,000 | – | 45,709 | – | 3.36% | – |
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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% |