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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $317,060 | +79.9% | 1,144 | +61.8% | 0.02% | +70.0% |
Q3 2023 | $176,290 | -4.6% | 707 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $184,866 | +6268.1% | 707 | +5791.7% | 0.01% | +900.0% |
Q4 2022 | $2,903 | -98.6% | 12 | -98.5% | 0.00% | -91.7% |
Q1 2022 | $211,000 | -7.5% | 785 | -2.7% | 0.01% | -7.7% |
Q4 2021 | $228,000 | -6.2% | 807 | -12.6% | 0.01% | -13.3% |
Q3 2021 | $243,000 | -2.0% | 923 | +0.2% | 0.02% | -6.2% |
Q2 2021 | $248,000 | -0.4% | 921 | -3.7% | 0.02% | -5.9% |
Q1 2021 | $249,000 | +11.7% | 956 | -1.3% | 0.02% | +6.2% |
Q4 2020 | $223,000 | -3.0% | 969 | -15.3% | 0.02% | -38.5% |
Q3 2018 | $230,000 | -8.0% | 1,144 | -10.9% | 0.03% | -13.3% |
Q2 2018 | $250,000 | +22.0% | 1,284 | +19.0% | 0.03% | +25.0% |
Q4 2017 | $205,000 | – | 1,079 | – | 0.02% | – |
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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% |