ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,138,543 | -5.0% | 16,597 | -0.4% | 2.37% | +0.9% |
| Q2 2023 | $4,358,645 | +1.8% | 16,669 | -2.6% | 2.35% | -0.2% |
| Q1 2023 | $4,281,997 | +1.2% | 17,117 | -2.1% | 2.35% | +10.7% |
| Q4 2022 | $4,230,996 | -41.9% | 17,491 | -47.3% | 2.12% | -32.4% |
| Q3 2022 | $7,279,307 | +72.0% | 33,199 | +77.5% | 3.14% | +33.0% |
| Q2 2022 | $4,231,235 | -15.2% | 18,703 | +0.5% | 2.36% | -2.2% |
| Q1 2022 | $4,992,457 | +10.3% | 18,605 | +16.4% | 2.42% | -23.2% |
| Q4 2021 | $4,526,553 | – | 15,990 | – | 3.14% | – |
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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% |