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 | $404 | +2.3% | 1,618 | +7.1% | 0.12% | +9.7% |
Q2 2023 | $395 | +4.5% | 1,511 | 0.0% | 0.11% | +2.7% |
Q1 2023 | $378 | +3.6% | 1,511 | 0.0% | 0.11% | -0.9% |
Q4 2022 | $365 | -99.9% | 1,511 | 0.0% | 0.11% | +2.8% |
Q3 2022 | $331,000 | -3.2% | 1,511 | 0.0% | 0.11% | +5.9% |
Q2 2022 | $342,000 | +627.7% | 1,511 | +763.4% | 0.10% | +750.0% |
Q1 2022 | $47,000 | -39.7% | 175 | -36.4% | 0.01% | -40.0% |
Q4 2021 | $78,000 | +8.3% | 275 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $72,000 | -43.8% | 275 | -42.1% | 0.02% | -45.9% |
Q2 2021 | $128,000 | +146.2% | 475 | +137.5% | 0.04% | +105.6% |
Q1 2021 | $52,000 | +13.0% | 200 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $46,000 | +24.3% | 200 | 0.0% | 0.02% | +12.5% |
Q3 2020 | $37,000 | +2.8% | 200 | 0.0% | 0.02% | -5.9% |
Q2 2020 | $36,000 | +24.1% | 200 | 0.0% | 0.02% | +6.2% |
Q1 2020 | $29,000 | -29.3% | 200 | 0.0% | 0.02% | -15.8% |
Q4 2019 | $41,000 | +5.1% | 200 | 0.0% | 0.02% | -5.0% |
Q3 2019 | $39,000 | -32.8% | 200 | -33.3% | 0.02% | -37.5% |
Q2 2019 | $58,000 | -31.8% | 300 | -33.3% | 0.03% | -34.7% |
Q1 2019 | $85,000 | +13.3% | 450 | 0.0% | 0.05% | +2.1% |
Q4 2018 | $75,000 | – | 450 | – | 0.05% | – |
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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% |