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 | $351,536 | -0.6% | 1,410 | +4.3% | 0.03% | +8.3% |
| Q2 2023 | $353,518 | -1.9% | 1,352 | -6.2% | 0.02% | -11.1% |
| Q1 2023 | $360,481 | -12.1% | 1,441 | -15.0% | 0.03% | -18.2% |
| Q4 2022 | $410,245 | +38.6% | 1,696 | +25.8% | 0.03% | +13.8% |
| Q3 2022 | $296,000 | -11.4% | 1,348 | -8.7% | 0.03% | -6.5% |
| Q2 2022 | $334,000 | -10.0% | 1,476 | +6.6% | 0.03% | +10.7% |
| Q1 2022 | $371,000 | -8.2% | 1,384 | -3.1% | 0.03% | -6.7% |
| Q4 2021 | $404,000 | +15.8% | 1,428 | +7.5% | 0.03% | +7.1% |
| Q3 2021 | $349,000 | -3.1% | 1,328 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $360,000 | -59.8% | 1,328 | -78.6% | 0.03% | -83.0% |
| Q1 2020 | $895,000 | -11.3% | 6,220 | +1.9% | 0.17% | -60.3% |
| Q4 2016 | $1,009,000 | – | 6,102 | – | 0.43% | – |
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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% |