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 | $662,631 | -4.6% | 2,657 | 0.0% | 0.27% | -2.2% |
| Q2 2023 | $694,866 | +12.9% | 2,657 | +8.0% | 0.28% | -25.9% |
| Q1 2023 | $615,706 | +21.8% | 2,461 | +17.8% | 0.37% | +10.4% |
| Q4 2022 | $505,551 | -1.1% | 2,090 | -10.3% | 0.34% | -26.8% |
| Q3 2022 | $511,034 | +55.1% | 2,331 | +60.1% | 0.46% | +71.3% |
| Q2 2022 | $329,500 | +63.6% | 1,456 | +94.1% | 0.27% | +62.4% |
| Q1 2022 | $201,347 | -1.1% | 750 | +4.3% | 0.16% | -2.4% |
| Q4 2021 | $203,598 | – | 719 | – | 0.17% | – |
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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% |