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 2023 | $287,261 | -5.4% | 1,152 | -0.8% | 0.04% | +5.9% |
Q2 2023 | $303,578 | -11.2% | 1,161 | -15.0% | 0.03% | +17.2% |
Q1 2023 | $341,719 | -38.1% | 1,366 | -40.2% | 0.03% | -49.1% |
Q4 2022 | $552,235 | -2.6% | 2,283 | -11.8% | 0.06% | -6.6% |
Q3 2022 | $567,000 | -27.4% | 2,587 | -25.1% | 0.06% | -15.3% |
Q2 2022 | $781,000 | -30.7% | 3,452 | -17.8% | 0.07% | -20.9% |
Q1 2022 | $1,127,000 | -3.9% | 4,200 | -0.7% | 0.09% | -3.2% |
Q4 2021 | $1,173,000 | -21.1% | 4,229 | -21.9% | 0.09% | -6.9% |
Q3 2021 | $1,486,000 | +119.5% | 5,418 | +115.2% | 0.10% | +16.1% |
Q2 2021 | $677,000 | +43.4% | 2,518 | +39.0% | 0.09% | +19.2% |
Q1 2021 | $472,000 | +8.8% | 1,812 | +0.9% | 0.07% | -1.4% |
Q4 2020 | $434,000 | -5.4% | 1,795 | -22.9% | 0.07% | -19.6% |
Q3 2020 | $459,000 | +116.5% | 2,329 | +105.9% | 0.09% | +15.0% |
Q1 2018 | $212,000 | -97.3% | 1,131 | -97.3% | 0.08% | -96.0% |
Q4 2017 | $7,806,000 | – | 41,130 | – | 2.02% | – |
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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% |