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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,450,000 | +0.1% | 15,735 | +3.2% | 0.15% | +6.4% |
| Q2 2022 | $3,448,000 | -16.1% | 15,240 | -0.5% | 0.14% | -4.8% |
| Q1 2022 | $4,110,000 | +9.5% | 15,318 | +15.6% | 0.15% | +13.1% |
| Q4 2021 | $3,752,000 | +98.2% | 13,255 | +84.3% | 0.13% | +80.6% |
| Q3 2021 | $1,893,000 | +41.8% | 7,194 | +44.8% | 0.07% | +38.5% |
| Q2 2021 | $1,335,000 | +82.6% | 4,969 | +77.0% | 0.05% | +67.7% |
| Q1 2021 | $731,000 | -0.8% | 2,807 | -12.5% | 0.03% | -6.1% |
| Q4 2020 | $737,000 | +47.4% | 3,207 | +18.9% | 0.03% | +32.0% |
| Q3 2020 | $500,000 | -50.7% | 2,697 | -52.7% | 0.02% | -55.4% |
| Q2 2020 | $1,014,000 | +399.5% | 5,704 | +304.0% | 0.06% | +330.8% |
| Q1 2020 | $203,000 | -30.2% | 1,412 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $291,000 | +6.6% | 1,412 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $273,000 | -0.4% | 1,412 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $274,000 | +9.2% | 1,412 | +6.6% | 0.02% | 0.0% |
| Q1 2019 | $251,000 | +31.4% | 1,325 | +15.2% | 0.02% | +23.1% |
| Q4 2018 | $191,000 | -26.5% | 1,150 | -10.9% | 0.01% | -18.8% |
| Q3 2018 | $260,000 | +3.6% | 1,291 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $251,000 | +3.7% | 1,291 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $242,000 | -43.7% | 1,291 | -43.0% | 0.02% | -40.7% |
| Q4 2017 | $430,000 | +6.2% | 2,266 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $405,000 | +51.7% | 2,266 | +18.3% | 0.03% | +3.8% |
| Q4 2015 | $267,000 | – | 1,916 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |