ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $980,210 | -80.9% | 16,750 | -80.1% | 0.16% | -79.4% |
| Q1 2024 | $5,120,078 | +9.6% | 84,295 | +400.0% | 0.79% | +5.5% |
| Q4 2023 | $4,672,472 | +38.7% | 16,859 | +24.8% | 0.75% | +36.0% |
| Q3 2023 | $3,368,469 | -4.6% | 13,509 | 0.0% | 0.55% | +8.0% |
| Q2 2023 | $3,532,333 | +4.5% | 13,509 | 0.0% | 0.51% | +1.8% |
| Q1 2023 | $3,379,411 | +3.4% | 13,509 | 0.0% | 0.50% | +738.3% |
| Q4 2022 | $3,267,692 | +10.3% | 13,509 | 0.0% | 0.06% | +20.0% |
| Q3 2022 | $2,962,000 | -3.1% | 13,509 | 0.0% | 0.05% | -3.8% |
| Q2 2022 | $3,056,000 | -15.7% | 13,509 | 0.0% | 0.05% | -8.8% |
| Q1 2022 | $3,625,000 | -5.2% | 13,509 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $3,824,000 | +7.6% | 13,509 | 0.0% | 0.06% | -4.8% |
| Q3 2021 | $3,554,000 | -2.1% | 13,509 | 0.0% | 0.06% | -6.1% |
| Q2 2021 | $3,630,000 | +3.2% | 13,509 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $3,516,000 | +13.2% | 13,509 | 0.0% | 0.07% | +9.5% |
| Q4 2020 | $3,105,000 | +24.1% | 13,509 | 0.0% | 0.06% | +5.0% |
| Q3 2020 | $2,503,000 | +4.2% | 13,509 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $2,402,000 | +23.6% | 13,509 | 0.0% | 0.06% | +28.3% |
| Q1 2020 | $1,943,000 | -30.1% | 13,509 | 0.0% | 0.05% | +2.2% |
| Q4 2019 | $2,780,000 | -90.5% | 13,509 | -93.7% | 0.04% | -93.7% |
| Q3 2014 | $29,276,000 | -5.3% | 214,100 | -0.9% | 0.71% | -3.5% |
| Q2 2014 | $30,920,000 | +4.1% | 216,100 | 0.0% | 0.74% | -1.3% |
| Q1 2014 | $29,707,000 | +2.7% | 216,100 | 0.0% | 0.75% | -0.8% |
| Q4 2013 | $28,916,000 | +7.8% | 216,100 | 0.0% | 0.75% | -4.0% |
| Q3 2013 | $26,827,000 | -3.3% | 216,100 | -10.0% | 0.78% | -5.9% |
| Q2 2013 | $27,732,000 | – | 240,100 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |