ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,147,616 | +0.7% | 4,602 | +5.6% | 0.31% | +13.7% |
| Q2 2023 | $1,139,642 | +4.5% | 4,358 | 0.0% | 0.27% | +4.6% |
| Q1 2023 | $1,090,305 | +4.7% | 4,358 | +1.3% | 0.26% | +0.8% |
| Q4 2022 | $1,040,956 | +1.3% | 4,303 | -8.2% | 0.26% | -8.5% |
| Q3 2022 | $1,028,000 | -1.1% | 4,687 | +2.1% | 0.28% | +3.3% |
| Q2 2022 | $1,039,000 | -11.4% | 4,591 | +5.0% | 0.27% | +9.2% |
| Q1 2022 | $1,173,000 | +15.8% | 4,372 | +22.2% | 0.25% | +9.7% |
| Q4 2021 | $1,013,000 | +4.5% | 3,579 | -2.9% | 0.23% | +4.6% |
| Q3 2021 | $969,000 | -38.9% | 3,684 | -49.8% | 0.22% | -5.2% |
| Q2 2021 | $1,587,000 | +78.3% | 7,340 | +114.6% | 0.23% | +3.6% |
| Q1 2021 | $890,000 | -2.2% | 3,420 | -13.6% | 0.22% | -10.9% |
| Q4 2020 | $910,000 | -23.8% | 3,959 | +0.4% | 0.25% | -33.3% |
| Q3 2020 | $1,194,000 | +71.3% | 3,943 | +0.6% | 0.37% | +55.6% |
| Q2 2020 | $697,000 | +3.9% | 3,920 | +15.6% | 0.24% | -45.3% |
| Q1 2020 | $671,000 | +2.9% | 3,392 | +7.1% | 0.44% | +79.8% |
| Q4 2019 | $652,000 | +7.4% | 3,168 | +0.9% | 0.24% | -0.8% |
| Q3 2019 | $607,000 | +3.1% | 3,141 | +3.6% | 0.24% | +0.8% |
| Q2 2019 | $589,000 | +17.8% | 3,032 | +14.8% | 0.24% | +16.8% |
| Q1 2019 | $500,000 | +4.2% | 2,642 | -8.7% | 0.21% | -5.9% |
| Q4 2018 | $480,000 | – | 2,893 | – | 0.22% | – |
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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% |