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 | $402,450 | -4.1% | 1,614 | +0.6% | 0.00% | -50.0% |
| Q2 2023 | $419,675 | +4.5% | 1,604 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $401,506 | +3.4% | 1,605 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $388,233 | +10.6% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $351,000 | -3.8% | 1,605 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $365,000 | +33.2% | 1,616 | +58.6% | 0.00% | 0.0% |
| Q1 2022 | $274,000 | +24.0% | 1,019 | +30.8% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | +99.1% | 779 | +85.5% | 0.00% | – |
| Q3 2021 | $111,000 | +37.0% | 420 | +37.7% | 0.00% | – |
| Q2 2021 | $81,000 | +2.5% | 305 | 0.0% | 0.00% | – |
| Q1 2021 | $79,000 | +338.9% | 305 | +286.1% | 0.00% | – |
| Q4 2020 | $18,000 | +28.6% | 79 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | -50.0% | 79 | -50.3% | 0.00% | – |
| Q2 2020 | $28,000 | -9.7% | 159 | -27.4% | 0.00% | – |
| Q1 2020 | $31,000 | +24.0% | 219 | +75.2% | 0.00% | – |
| Q4 2019 | $25,000 | +66.7% | 125 | +58.2% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | +7.1% | 79 | 0.0% | 0.00% | – |
| Q1 2019 | $14,000 | -78.5% | 79 | -79.8% | 0.00% | – |
| Q4 2018 | $65,000 | -16.7% | 392 | 0.0% | 0.00% | – |
| Q3 2018 | $78,000 | +2.6% | 392 | 0.0% | 0.00% | – |
| Q2 2018 | $76,000 | -44.1% | 392 | -46.2% | 0.00% | -100.0% |
| Q1 2018 | $136,000 | -1.4% | 728 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $138,000 | +14.0% | 728 | +7.4% | 0.00% | 0.0% |
| Q3 2017 | $121,000 | -0.8% | 678 | -3.6% | 0.00% | 0.0% |
| Q2 2017 | $122,000 | +114.0% | 703 | +109.2% | 0.00% | – |
| Q1 2017 | $57,000 | +375.0% | 336 | +320.0% | 0.00% | – |
| Q1 2015 | $12,000 | -33.3% | 80 | -41.6% | 0.00% | – |
| Q4 2013 | $18,000 | +5.9% | 137 | 0.0% | 0.00% | – |
| Q3 2013 | $17,000 | +6.2% | 137 | 0.0% | 0.00% | – |
| Q2 2013 | $16,000 | – | 137 | – | 0.00% | – |
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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% |