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 | $1,168,870 | -52.7% | 4,688 | -49.3% | 3.54% | +21.1% |
| Q2 2023 | $2,468,832 | +124.3% | 9,249 | +110.2% | 2.92% | -6.2% |
| Q1 2023 | $1,100,594 | +1.4% | 4,400 | -2.0% | 3.12% | -7.8% |
| Q4 2022 | $1,085,704 | +9.2% | 4,488 | -1.0% | 3.38% | +13.7% |
| Q3 2022 | $994,000 | -3.7% | 4,535 | -0.6% | 2.97% | -1.4% |
| Q2 2022 | $1,032,000 | -16.0% | 4,563 | +5.1% | 3.02% | -6.3% |
| Q1 2022 | $1,229,000 | +1.7% | 4,343 | -3.6% | 3.22% | -0.1% |
| Q4 2021 | $1,209,000 | – | 4,507 | – | 3.22% | – |
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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% |