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 | $1,390,127 | -4.6% | 5,575 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $1,457,751 | +6.9% | 5,575 | +2.2% | 0.09% | +2.4% |
| Q1 2023 | $1,364,122 | +13.2% | 5,453 | +9.5% | 0.08% | +9.1% |
| Q4 2022 | $1,204,612 | +12.6% | 4,980 | +2.0% | 0.08% | +1.3% |
| Q3 2022 | $1,070,000 | -3.1% | 4,880 | 0.0% | 0.08% | +5.6% |
| Q2 2022 | $1,104,000 | -16.5% | 4,880 | +4.5% | 0.07% | -10.0% |
| Q4 2021 | $1,322,000 | +8.2% | 4,670 | +0.5% | 0.08% | -2.4% |
| Q3 2021 | $1,222,000 | -2.1% | 4,645 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $1,248,000 | +3.2% | 4,645 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $1,209,000 | +13.2% | 4,645 | 0.0% | 0.09% | +9.8% |
| Q4 2020 | $1,068,000 | +121.1% | 4,645 | +78.3% | 0.08% | +74.5% |
| Q3 2020 | $483,000 | +69.5% | 2,605 | +62.3% | 0.05% | +80.8% |
| Q2 2020 | $285,000 | -45.6% | 1,605 | -56.0% | 0.03% | -52.7% |
| Q1 2020 | $524,000 | -5.2% | 3,645 | +35.6% | 0.06% | +17.0% |
| Q4 2019 | $553,000 | +17.4% | 2,689 | +10.3% | 0.05% | +14.6% |
| Q3 2019 | $471,000 | -2.3% | 2,438 | -1.8% | 0.04% | +2.5% |
| Q2 2019 | $482,000 | -71.1% | 2,482 | -71.8% | 0.04% | -71.8% |
| Q1 2019 | $1,669,000 | +70.1% | 8,814 | +49.2% | 0.14% | +54.3% |
| Q4 2018 | $981,000 | -9.7% | 5,907 | +9.5% | 0.09% | 0.0% |
| Q3 2018 | $1,086,000 | – | 5,396 | – | 0.09% | – |
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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% |