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 | $499,697 | -4.5% | 2,004 | +0.1% | 0.07% | +1.4% |
| Q2 2023 | $523,483 | +16.6% | 2,002 | +11.7% | 0.07% | +11.3% |
| Q1 2023 | $449,000 | +106804.8% | 1,793 | +3.2% | 0.06% | +6.9% |
| Q4 2022 | $420 | -99.9% | 1,738 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $381,000 | -3.5% | 1,738 | -0.6% | 0.06% | +3.6% |
| Q2 2022 | $395,000 | -14.1% | 1,748 | +2.0% | 0.06% | +3.8% |
| Q1 2022 | $460,000 | -8.4% | 1,714 | -3.4% | 0.05% | -5.4% |
| Q4 2021 | $502,000 | +2.0% | 1,774 | -5.2% | 0.06% | -5.1% |
| Q3 2021 | $492,000 | +2.9% | 1,872 | +5.3% | 0.06% | +5.4% |
| Q2 2021 | $478,000 | +4.8% | 1,778 | +1.4% | 0.06% | -1.8% |
| Q1 2021 | $456,000 | +12.0% | 1,753 | -1.1% | 0.06% | +3.6% |
| Q4 2020 | $407,000 | +33.0% | 1,773 | +7.5% | 0.06% | +19.6% |
| Q3 2020 | $306,000 | +8.1% | 1,649 | +3.8% | 0.05% | 0.0% |
| Q2 2020 | $283,000 | +25.2% | 1,589 | +1.3% | 0.05% | +7.0% |
| Q1 2020 | $226,000 | +2.7% | 1,569 | +46.8% | 0.04% | +34.4% |
| Q4 2019 | $220,000 | – | 1,069 | – | 0.03% | – |
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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% |