ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,140,000 | -20.9% | 19,153 | -22.5% | 0.57% | -22.7% |
| Q3 2021 | $6,499,000 | -15.3% | 24,706 | -13.5% | 0.74% | -12.4% |
| Q2 2021 | $7,677,000 | +9.7% | 28,566 | +6.3% | 0.85% | +8.4% |
| Q1 2021 | $6,997,000 | -57.8% | 26,881 | -66.6% | 0.78% | -66.9% |
| Q4 2020 | $16,579,000 | +136.5% | 80,549 | +112.9% | 2.36% | +138.3% |
| Q3 2020 | $7,009,000 | -51.8% | 37,826 | -49.5% | 0.99% | -48.3% |
| Q2 2019 | $14,553,000 | +7140.3% | 74,917 | +6901.6% | 1.92% | +6517.2% |
| Q1 2018 | $201,000 | -1.5% | 1,070 | -0.5% | 0.03% | +3.6% |
| Q4 2017 | $204,000 | – | 1,075 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |