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 | $842,304 | -11.2% | 3,378 | -6.8% | 0.28% | -7.4% |
| Q2 2023 | $948,126 | -2.4% | 3,626 | -6.6% | 0.30% | -6.9% |
| Q1 2023 | $971,121 | +267.6% | 3,882 | +255.5% | 0.32% | +232.3% |
| Q4 2022 | $264,144 | +10.5% | 1,092 | 0.0% | 0.10% | +1.1% |
| Q3 2022 | $239,000 | -3.2% | 1,092 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $247,000 | -75.8% | 1,092 | -71.3% | 0.10% | -70.3% |
| Q1 2022 | $1,020,000 | -5.2% | 3,800 | 0.0% | 0.32% | +3.5% |
| Q4 2021 | $1,076,000 | +7.6% | 3,800 | 0.0% | 0.31% | +1.6% |
| Q3 2021 | $1,000,000 | -2.1% | 3,800 | 0.0% | 0.31% | +2.0% |
| Q2 2021 | $1,021,000 | +5.3% | 3,800 | +1.9% | 0.30% | -0.3% |
| Q1 2021 | $970,000 | +304.2% | 3,728 | +256.7% | 0.30% | +292.2% |
| Q4 2020 | $240,000 | +14.3% | 1,045 | +2.5% | 0.08% | -8.3% |
| Q4 2019 | $210,000 | -12.9% | 1,020 | -20.0% | 0.08% | -29.4% |
| Q1 2019 | $241,000 | +13.7% | 1,275 | 0.0% | 0.12% | +10.2% |
| Q4 2018 | $212,000 | -17.5% | 1,275 | 0.0% | 0.11% | -3.6% |
| Q3 2018 | $257,000 | +3.6% | 1,275 | 0.0% | 0.11% | -2.6% |
| Q2 2018 | $248,000 | +3.8% | 1,275 | 0.0% | 0.12% | +4.5% |
| Q1 2018 | $239,000 | -1.2% | 1,275 | 0.0% | 0.11% | -2.7% |
| Q4 2017 | $242,000 | +9.0% | 1,275 | 0.0% | 0.11% | -3.4% |
| Q2 2017 | $222,000 | +1.8% | 1,275 | 0.0% | 0.12% | -5.6% |
| Q1 2017 | $218,000 | -7.2% | 1,275 | -10.2% | 0.12% | -10.8% |
| Q4 2016 | $235,000 | 0.0% | 1,420 | -6.6% | 0.14% | +3.0% |
| Q3 2016 | $235,000 | – | 1,520 | – | 0.14% | – |
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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% |