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 | $774,232 | -5.5% | 3,105 | -0.9% | 0.12% | -8.3% |
| Q2 2023 | $819,217 | +1.8% | 3,133 | -2.6% | 0.13% | -6.3% |
| Q1 2023 | $804,765 | +6.0% | 3,217 | +2.5% | 0.14% | -2.1% |
| Q4 2022 | $759,293 | +8.6% | 3,139 | -1.6% | 0.14% | -7.1% |
| Q3 2022 | $699,000 | -1.0% | 3,190 | +2.2% | 0.16% | -1.3% |
| Q2 2022 | $706,000 | -8.9% | 3,121 | +5.3% | 0.16% | -7.6% |
| Q1 2022 | $775,000 | -4.9% | 2,964 | +3.0% | 0.17% | -6.0% |
| Q4 2021 | $815,000 | – | 2,879 | – | 0.18% | – |
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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% |