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 | $466,784 | -8.9% | 1,872 | -4.4% | 0.02% | -4.2% |
| Q2 2023 | $512,240 | +4.5% | 1,959 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $490,064 | -4.0% | 1,959 | -7.2% | 0.02% | -7.7% |
| Q4 2022 | $510,630 | +14.5% | 2,111 | +3.7% | 0.03% | +4.0% |
| Q3 2022 | $446,000 | +4.7% | 2,035 | +8.1% | 0.02% | +13.6% |
| Q2 2022 | $426,000 | -15.8% | 1,883 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $506,000 | -23.4% | 1,883 | -19.4% | 0.02% | -15.4% |
| Q4 2021 | $661,000 | +6.8% | 2,335 | -0.8% | 0.03% | 0.0% |
| Q3 2021 | $619,000 | +2.0% | 2,353 | +4.3% | 0.03% | +4.0% |
| Q2 2021 | $607,000 | +3.4% | 2,257 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $587,000 | +7.9% | 2,257 | -4.7% | 0.03% | +4.0% |
| Q4 2020 | $544,000 | +88.2% | 2,369 | +52.2% | 0.02% | +66.7% |
| Q3 2020 | $289,000 | +4.3% | 1,557 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $277,000 | +23.7% | 1,557 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $224,000 | -33.1% | 1,557 | -4.3% | 0.02% | -11.1% |
| Q4 2019 | $335,000 | +11.3% | 1,627 | +4.5% | 0.02% | -40.0% |
| Q3 2019 | $301,000 | +16.7% | 1,557 | +17.3% | 0.03% | +11.1% |
| Q2 2019 | $258,000 | +2.8% | 1,327 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $251,000 | +14.1% | 1,327 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $220,000 | -17.6% | 1,327 | 0.0% | 0.02% | -7.7% |
| Q3 2018 | $267,000 | +3.5% | 1,327 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $258,000 | +3.6% | 1,327 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $249,000 | -1.2% | 1,327 | 0.0% | 0.03% | -3.7% |
| Q4 2017 | $252,000 | -64.6% | 1,327 | -66.7% | 0.03% | -55.7% |
| Q3 2017 | $712,000 | – | 3,981 | – | 0.06% | – |
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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% |