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 | $498,700 | -4.6% | 2,000 | 0.0% | 0.08% | +39.0% |
| Q2 2023 | $522,960 | -86.2% | 2,000 | -86.8% | 0.06% | -86.6% |
| Q1 2023 | $3,802,432 | -23.3% | 15,200 | -25.9% | 0.44% | -30.3% |
| Q4 2022 | $4,958,745 | +10.3% | 20,500 | 0.0% | 0.63% | +49.3% |
| Q3 2022 | $4,495,000 | -3.1% | 20,500 | 0.0% | 0.42% | +50.7% |
| Q2 2022 | $4,638,000 | -15.7% | 20,500 | 0.0% | 0.28% | -11.4% |
| Q1 2022 | $5,501,000 | -54.2% | 20,500 | -51.7% | 0.32% | -53.0% |
| Q4 2021 | $12,003,000 | +31.1% | 42,400 | +21.8% | 0.67% | +22.9% |
| Q3 2021 | $9,155,000 | +14.7% | 34,800 | +17.2% | 0.55% | -11.5% |
| Q2 2021 | $7,981,000 | +207.7% | 29,700 | +112.1% | 0.62% | -83.4% |
| Q3 2020 | $2,594,000 | +4.2% | 14,000 | 0.0% | 3.71% | -30.2% |
| Q2 2020 | $2,489,000 | +23.6% | 14,000 | 0.0% | 5.32% | -3.0% |
| Q1 2020 | $2,014,000 | -30.1% | 14,000 | 0.0% | 5.49% | +9.0% |
| Q4 2019 | $2,881,000 | +6.5% | 14,000 | 0.0% | 5.04% | -2.2% |
| Q3 2019 | $2,705,000 | -0.6% | 14,000 | 0.0% | 5.15% | +194.6% |
| Q2 2019 | $2,720,000 | -4.3% | 14,000 | -6.7% | 1.75% | +1.9% |
| Q1 2019 | $2,841,000 | -43.0% | 15,000 | -50.0% | 1.72% | -42.4% |
| Q4 2018 | $4,982,000 | – | 30,000 | – | 2.98% | – |
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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% |