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 | $17,572,692 | -47.6% | 70,474 | -45.0% | 0.06% | -41.5% |
| Q2 2023 | $33,530,365 | +9.9% | 128,233 | +5.2% | 0.09% | +3.3% |
| Q1 2023 | $30,497,756 | -0.8% | 121,913 | -4.1% | 0.09% | -8.1% |
| Q4 2022 | $30,751,476 | +50.7% | 127,130 | +36.6% | 0.10% | +52.3% |
| Q3 2022 | $20,404,000 | +3.9% | 93,060 | +7.2% | 0.06% | +27.5% |
| Q2 2022 | $19,644,000 | +148.2% | 86,830 | +194.3% | 0.05% | +218.8% |
| Q1 2022 | $7,916,000 | -98.4% | 29,500 | -99.0% | 0.02% | -99.3% |
| Q4 2016 | $502,369,000 | +7.0% | 3,038,400 | +0.2% | 2.16% | +17.2% |
| Q3 2016 | $469,328,000 | +3.6% | 3,033,600 | 0.0% | 1.85% | +1.0% |
| Q2 2016 | $453,190,000 | +2.4% | 3,033,600 | -1.1% | 1.83% | +5.7% |
| Q1 2016 | $442,389,000 | +3.5% | 3,068,100 | 0.0% | 1.73% | +5.1% |
| Q4 2015 | $427,632,000 | +2.0% | 3,068,100 | 0.0% | 1.64% | +1.7% |
| Q3 2015 | $419,133,000 | – | 3,068,100 | – | 1.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |