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 | $1,035,417 | -3.4% | 4,152 | +1.3% | 0.24% | -2.0% |
| Q2 2023 | $1,071,666 | -9.0% | 4,098 | -13.0% | 0.24% | +1.2% |
| Q1 2023 | $1,178,035 | +2.9% | 4,709 | -0.5% | 0.24% | -3.6% |
| Q4 2022 | $1,144,350 | +48.2% | 4,731 | +34.3% | 0.25% | +11.1% |
| Q3 2022 | $772,000 | +5.3% | 3,523 | +8.8% | 0.23% | +10.2% |
| Q2 2022 | $733,000 | -5.3% | 3,238 | +12.2% | 0.20% | +4.1% |
| Q1 2022 | $774,000 | -3.6% | 2,885 | +1.7% | 0.20% | +2.6% |
| Q4 2021 | $803,000 | +9.4% | 2,836 | +1.7% | 0.19% | +1.1% |
| Q3 2021 | $734,000 | -3.5% | 2,789 | -1.5% | 0.19% | -3.6% |
| Q2 2021 | $761,000 | +4.8% | 2,831 | +1.4% | 0.20% | +11.3% |
| Q1 2021 | $726,000 | +104.5% | 2,791 | +80.9% | 0.18% | +78.8% |
| Q4 2020 | $355,000 | +24.1% | 1,543 | 0.0% | 0.10% | +3.1% |
| Q3 2020 | $286,000 | +8.3% | 1,543 | +4.0% | 0.10% | +6.7% |
| Q2 2020 | $264,000 | +18.9% | 1,483 | -4.1% | 0.09% | +11.1% |
| Q1 2020 | $222,000 | -30.8% | 1,546 | -0.9% | 0.08% | -15.6% |
| Q4 2019 | $321,000 | +5.6% | 1,560 | -0.7% | 0.10% | +1.1% |
| Q3 2019 | $304,000 | -52.7% | 1,571 | -52.5% | 0.10% | -57.6% |
| Q2 2019 | $643,000 | +52.7% | 3,309 | +48.9% | 0.22% | +40.9% |
| Q1 2019 | $421,000 | +14.7% | 2,222 | +0.5% | 0.16% | 0.0% |
| Q4 2018 | $367,000 | -17.5% | 2,210 | 0.0% | 0.16% | -43.6% |
| Q3 2018 | $445,000 | +12.1% | 2,210 | +8.4% | 0.28% | +6.8% |
| Q2 2018 | $397,000 | – | 2,039 | – | 0.26% | – |
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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% |