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 | $428,952 | +8.1% | 7,330 | +12.3% | 0.03% | 0.0% |
| Q1 2024 | $396,632 | -43.6% | 6,530 | +157.3% | 0.03% | -31.1% |
| Q4 2023 | $703,392 | +2.7% | 2,538 | -7.6% | 0.04% | -11.8% |
| Q3 2023 | $684,714 | -2.7% | 2,746 | +2.0% | 0.05% | -1.9% |
| Q2 2023 | $703,629 | +40.4% | 2,691 | +34.3% | 0.05% | +30.0% |
| Q1 2023 | $501,320 | +4.6% | 2,004 | +1.2% | 0.04% | -2.4% |
| Q4 2022 | $479,183 | +7.2% | 1,981 | -2.9% | 0.04% | -2.4% |
| Q3 2022 | $447,000 | +97.8% | 2,041 | +142.1% | 0.04% | +147.1% |
| Q1 2022 | $226,000 | -15.7% | 843 | -11.0% | 0.02% | -10.5% |
| Q4 2021 | $268,000 | +20.2% | 947 | +11.8% | 0.02% | +5.6% |
| Q3 2021 | $223,000 | -50.6% | 847 | -49.5% | 0.02% | -51.4% |
| Q2 2021 | $451,000 | +61.6% | 1,678 | +56.7% | 0.04% | +48.0% |
| Q1 2021 | $279,000 | +17.2% | 1,071 | -14.6% | 0.02% | -41.9% |
| Q4 2017 | $238,000 | +6.2% | 1,254 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $224,000 | +3.2% | 1,254 | -0.9% | 0.04% | -2.3% |
| Q1 2017 | $217,000 | – | 1,266 | – | 0.04% | – |
Download | ||||||
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% |