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 | $22,691 | -25.8% | 91 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $30,593 | +12541.7% | 117 | +11600.0% | 0.01% | – |
| Q4 2022 | $242 | -99.7% | 1 | -99.8% | 0.00% | -100.0% |
| Q3 2022 | $91,000 | -13.3% | 417 | -10.3% | 0.04% | -12.0% |
| Q2 2022 | $105,000 | -6.2% | 465 | +11.5% | 0.05% | +4.2% |
| Q1 2022 | $112,000 | -5.1% | 417 | 0.0% | 0.05% | +4.3% |
| Q4 2021 | $118,000 | +7.3% | 417 | 0.0% | 0.05% | -29.2% |
| Q3 2021 | $110,000 | +1000.0% | 417 | +672.2% | 0.06% | +712.5% |
| Q2 2020 | $10,000 | +25.0% | 54 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -87.1% | 54 | -82.0% | 0.01% | -80.5% |
| Q4 2019 | $62,000 | – | 300 | – | 0.04% | – |
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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% |