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 | $5,384,187 | -15.6% | 21,495 | -11.9% | 0.60% | -13.4% |
| Q2 2023 | $6,377,519 | +19.7% | 24,390 | +14.5% | 0.70% | +13.7% |
| Q1 2023 | $5,329,429 | +2.2% | 21,304 | -1.2% | 0.61% | -10.8% |
| Q4 2022 | $5,214,927 | +19.1% | 21,559 | +7.9% | 0.68% | +8.2% |
| Q3 2022 | $4,380,000 | -5.4% | 19,978 | -2.4% | 0.63% | -0.3% |
| Q2 2022 | $4,630,000 | +58.9% | 20,466 | +98.8% | 0.64% | +100.3% |
| Q4 2021 | $2,914,000 | +9.8% | 10,293 | +2.0% | 0.32% | -12.9% |
| Q3 2021 | $2,655,000 | -66.3% | 10,092 | -75.1% | 0.36% | -82.8% |
| Q2 2019 | $7,882,000 | +183.0% | 40,576 | +193.2% | 2.12% | +120.3% |
| Q3 2018 | $2,785,000 | -23.2% | 13,837 | -27.6% | 0.96% | -30.0% |
| Q4 2017 | $3,626,000 | -14.8% | 19,111 | -19.6% | 1.37% | -16.8% |
| Q3 2017 | $4,254,000 | +17.8% | 23,779 | +14.5% | 1.65% | +17.1% |
| Q2 2017 | $3,611,000 | +15.3% | 20,759 | +13.5% | 1.41% | +10.0% |
| Q1 2017 | $3,132,000 | +31.8% | 18,297 | +27.3% | 1.28% | +4.1% |
| Q4 2016 | $2,376,000 | +21.6% | 14,372 | +13.8% | 1.23% | -1.9% |
| Q3 2016 | $1,954,000 | +4.3% | 12,631 | +0.7% | 1.26% | -11.2% |
| Q2 2016 | $1,873,000 | +17.4% | 12,543 | +13.3% | 1.42% | -1.3% |
| Q1 2016 | $1,596,000 | – | 11,074 | – | 1.43% | – |
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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% |