ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,729,660 | -4.6% | 11,221 | 0.0% | 0.98% | -3.3% |
| Q2 2023 | $2,862,435 | +5.0% | 11,221 | +3.0% | 1.02% | -3.0% |
| Q1 2023 | $2,725,743 | +3.4% | 10,896 | 0.0% | 1.05% | -4.0% |
| Q4 2022 | $2,635,633 | +4.4% | 10,896 | -5.4% | 1.09% | +2.3% |
| Q3 2022 | $2,525,000 | -3.4% | 11,516 | -0.3% | 1.06% | -5.4% |
| Q2 2022 | $2,614,000 | -15.7% | 11,556 | 0.0% | 1.13% | +3.5% |
| Q1 2022 | $3,101,000 | -6.7% | 11,556 | -1.5% | 1.09% | +0.1% |
| Q4 2021 | $3,322,000 | +8.0% | 11,735 | +0.3% | 1.09% | +2.8% |
| Q3 2021 | $3,077,000 | -2.6% | 11,698 | -0.5% | 1.06% | +1.1% |
| Q2 2021 | $3,159,000 | +3.0% | 11,754 | -0.2% | 1.04% | -7.4% |
| Q1 2021 | $3,066,000 | +12.3% | 11,779 | -0.9% | 1.13% | +4.7% |
| Q4 2020 | $2,731,000 | +23.9% | 11,882 | -0.1% | 1.08% | +3.5% |
| Q3 2020 | $2,204,000 | +2.5% | 11,895 | -1.6% | 1.04% | -2.1% |
| Q2 2020 | $2,150,000 | +22.0% | 12,091 | -1.3% | 1.06% | -5.5% |
| Q1 2020 | $1,762,000 | -31.4% | 12,246 | -1.9% | 1.12% | -8.5% |
| Q4 2019 | $2,570,000 | +5.7% | 12,486 | -0.8% | 1.23% | +1.9% |
| Q3 2019 | $2,432,000 | -1.7% | 12,585 | -1.2% | 1.21% | -10.9% |
| Q2 2019 | $2,474,000 | +2.3% | 12,737 | -0.2% | 1.35% | +5.0% |
| Q1 2019 | $2,418,000 | +12.2% | 12,767 | -1.7% | 1.29% | -7.1% |
| Q4 2018 | $2,156,000 | -20.2% | 12,986 | -3.2% | 1.39% | -2.7% |
| Q3 2018 | $2,702,000 | +2.1% | 13,421 | -1.3% | 1.43% | -0.1% |
| Q2 2018 | $2,647,000 | +3.0% | 13,591 | -0.9% | 1.43% | -0.3% |
| Q1 2018 | $2,571,000 | -0.7% | 13,708 | +0.5% | 1.43% | +3.6% |
| Q4 2017 | $2,588,000 | – | 13,635 | – | 1.38% | – |
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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% |