ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,279,062 | +313.3% | 37,213 | +333.4% | 3.70% | +293.6% |
| Q2 2023 | $2,245,067 | +15.1% | 8,586 | +10.1% | 0.94% | +17.6% |
| Q1 2023 | $1,951,245 | +10.2% | 7,800 | +6.6% | 0.80% | +13.0% |
| Q4 2022 | $1,770,210 | +12.1% | 7,318 | +1.6% | 0.71% | -18.8% |
| Q3 2022 | $1,579,414 | +26.4% | 7,203 | +30.4% | 0.87% | +25.3% |
| Q2 2022 | $1,249,973 | -18.1% | 5,525 | -2.9% | 0.70% | +3.1% |
| Q1 2022 | $1,527,009 | +8.4% | 5,691 | +14.4% | 0.68% | +26.4% |
| Q4 2021 | $1,408,606 | – | 4,976 | – | 0.53% | – |
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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% |