ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,911 | -4.6% | 521 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $136,231 | +3.5% | 521 | -1.0% | 0.01% | 0.0% |
| Q1 2023 | $131,584 | -11.4% | 526 | -14.3% | 0.01% | -14.3% |
| Q4 2022 | $148,520 | +10.0% | 614 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $135,000 | -88.7% | 614 | -88.3% | 0.01% | -88.4% |
| Q2 2022 | $1,192,000 | -15.7% | 5,268 | 0.0% | 0.11% | -5.1% |
| Q1 2022 | $1,414,000 | -12.9% | 5,268 | -8.1% | 0.12% | -9.2% |
| Q4 2021 | $1,623,000 | +7.6% | 5,734 | 0.0% | 0.13% | -0.8% |
| Q3 2021 | $1,508,000 | -3.6% | 5,734 | -1.5% | 0.13% | -0.8% |
| Q2 2021 | $1,565,000 | +2.5% | 5,824 | -0.7% | 0.13% | -3.6% |
| Q1 2021 | $1,527,000 | +8.6% | 5,866 | -4.1% | 0.14% | -0.7% |
| Q4 2020 | $1,406,000 | -44.6% | 6,116 | -55.3% | 0.14% | -50.5% |
| Q3 2020 | $2,536,000 | -3.2% | 13,684 | -7.1% | 0.28% | -5.1% |
| Q2 2020 | $2,620,000 | +20.6% | 14,734 | -2.4% | 0.29% | +4.3% |
| Q1 2020 | $2,172,000 | -32.1% | 15,098 | -2.9% | 0.28% | -11.9% |
| Q4 2019 | $3,200,000 | -3.6% | 15,546 | -9.5% | 0.32% | -9.1% |
| Q3 2019 | $3,318,000 | -3.5% | 17,173 | -3.0% | 0.35% | -3.6% |
| Q2 2019 | $3,439,000 | -5.4% | 17,705 | -7.8% | 0.36% | -8.1% |
| Q1 2019 | $3,636,000 | +818.2% | 19,200 | +705.4% | 0.40% | +663.5% |
| Q4 2018 | $396,000 | – | 2,384 | – | 0.05% | – |
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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% |