ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242 | +2.5% | 4,144 | +6.7% | 0.04% | +2.5% |
| Q1 2024 | $236 | -14.5% | 3,885 | +290.1% | 0.04% | -21.6% |
| Q4 2023 | $276 | +8.2% | 996 | -2.9% | 0.05% | -1.9% |
| Q3 2023 | $255 | -3.0% | 1,026 | +2.0% | 0.05% | +2.0% |
| Q2 2023 | $263 | +4.0% | 1,006 | 0.0% | 0.05% | -5.6% |
| Q1 2023 | $253 | +10.5% | 1,006 | +6.3% | 0.05% | -1.8% |
| Q4 2022 | $229 | – | 946 | – | 0.06% | – |
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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% |