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 | $18,072,888 | +15.1% | 72,480 | +20.7% | 0.57% | +5.6% |
| Q2 2023 | $15,705,796 | +13.5% | 60,065 | +8.5% | 0.54% | -2.4% |
| Q1 2023 | $13,842,528 | +11.2% | 55,335 | +7.5% | 0.55% | -12.7% |
| Q4 2022 | $12,447,947 | +17.8% | 51,461 | +6.8% | 0.63% | +3.1% |
| Q3 2022 | $10,569,000 | -5.8% | 48,202 | -2.8% | 0.61% | -4.4% |
| Q2 2022 | $11,216,000 | +27.0% | 49,580 | +50.7% | 0.64% | +46.1% |
| Q1 2022 | $8,829,000 | -16.2% | 32,901 | -11.6% | 0.44% | -13.1% |
| Q4 2021 | $10,535,000 | +42.6% | 37,214 | +32.6% | 0.50% | +22.3% |
| Q3 2021 | $7,386,000 | +3.9% | 28,075 | +6.1% | 0.41% | -4.6% |
| Q2 2021 | $7,109,000 | +7.5% | 26,453 | +4.1% | 0.43% | -6.3% |
| Q1 2021 | $6,612,000 | +16.2% | 25,404 | +2.5% | 0.46% | +10.0% |
| Q4 2020 | $5,692,000 | -99.9% | 24,785 | +13.3% | 0.42% | +17.4% |
| Q3 2020 | $4,116,000,000 | – | 21,885 | – | 0.36% | – |
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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% |