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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,238,691 | +139.9% | 9,255 | +117.7% | 0.40% | +125.1% |
| Q3 2022 | $933,000 | +8.4% | 4,252 | +11.7% | 0.18% | +17.0% |
| Q2 2022 | $861,000 | -14.4% | 3,807 | +1.5% | 0.15% | +1.3% |
| Q1 2022 | $1,006,000 | -31.9% | 3,751 | -28.2% | 0.15% | +1.3% |
| Q4 2021 | $1,478,000 | +46.8% | 5,221 | +36.4% | 0.15% | +35.5% |
| Q3 2021 | $1,007,000 | +41.2% | 3,827 | +44.3% | 0.11% | +41.0% |
| Q2 2021 | $713,000 | +17.9% | 2,653 | +14.1% | 0.08% | +9.9% |
| Q1 2021 | $605,000 | +8.4% | 2,325 | -4.4% | 0.07% | -1.4% |
| Q4 2020 | $558,000 | +28.3% | 2,431 | +3.4% | 0.07% | +24.1% |
| Q3 2020 | $435,000 | – | 2,350 | – | 0.06% | – |
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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% |