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 | $9,366,106 | -4.8% | 37,561 | -0.1% | 9.88% | +1.7% |
| Q2 2023 | $9,835,330 | +6.0% | 37,614 | +1.6% | 9.71% | +1.1% |
| Q1 2023 | $9,279,203 | +2.9% | 37,030 | -0.7% | 9.61% | -1.2% |
| Q4 2022 | $9,020,100 | +1904.5% | 37,290 | +1716.4% | 9.72% | +450.0% |
| Q3 2022 | $450,000 | -94.7% | 2,053 | -94.5% | 1.77% | -81.4% |
| Q2 2022 | $8,475,000 | -14.7% | 37,485 | +1.2% | 9.51% | +5.2% |
| Q1 2022 | $9,940,000 | -3.9% | 37,036 | +1.4% | 9.04% | +3.6% |
| Q4 2021 | $10,341,000 | – | 36,516 | – | 8.73% | – |
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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% |