ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,741,941 | -2.1% | 6,986 | +2.6% | 0.75% | -0.1% |
| Q2 2023 | $1,779,686 | +23.9% | 6,806 | +18.6% | 0.75% | +6.2% |
| Q1 2023 | $1,435,875 | +0.7% | 5,740 | -2.6% | 0.71% | -3.5% |
| Q4 2022 | $1,426,080 | +8.7% | 5,896 | -1.5% | 0.73% | -6.5% |
| Q3 2022 | $1,312,000 | -18.3% | 5,984 | -15.7% | 0.78% | -15.4% |
| Q2 2022 | $1,605,000 | -24.4% | 7,097 | -10.3% | 0.93% | -21.7% |
| Q1 2022 | $2,123,000 | -5.3% | 7,912 | -0.1% | 1.18% | -3.3% |
| Q4 2021 | $2,242,000 | +29.1% | 7,920 | +20.0% | 1.22% | +15.1% |
| Q3 2021 | $1,736,000 | -0.7% | 6,600 | +1.5% | 1.06% | -1.5% |
| Q2 2021 | $1,748,000 | +41.3% | 6,503 | +20.9% | 1.08% | +24.6% |
| Q4 2020 | $1,237,000 | +20.7% | 5,381 | -2.7% | 0.87% | +6.9% |
| Q3 2020 | $1,025,000 | +2.5% | 5,531 | -1.7% | 0.81% | -5.2% |
| Q2 2020 | $1,000,000 | +18.5% | 5,626 | -4.1% | 0.85% | -5.5% |
| Q1 2020 | $844,000 | -55.1% | 5,867 | -35.6% | 0.90% | -46.5% |
| Q4 2019 | $1,880,000 | – | 9,104 | – | 1.69% | – |
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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% |