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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $184,000 | -12.8% | 651 | -36.5% | 0.03% | -40.9% |
| Q4 2019 | $211,000 | -3.7% | 1,025 | -8.9% | 0.04% | -6.4% |
| Q2 2019 | $219,000 | +1.9% | 1,125 | -0.9% | 0.05% | 0.0% |
| Q1 2019 | $215,000 | +0.9% | 1,135 | -11.7% | 0.05% | -16.1% |
| Q4 2018 | $213,000 | -40.7% | 1,285 | -28.0% | 0.06% | -47.2% |
| Q3 2018 | $359,000 | +3.2% | 1,785 | 0.0% | 0.11% | -7.8% |
| Q2 2018 | $348,000 | -50.7% | 1,785 | -52.6% | 0.12% | -54.7% |
| Q1 2018 | $706,000 | -64.7% | 3,765 | -64.3% | 0.25% | -62.9% |
| Q4 2017 | $2,000,000 | +8.6% | 10,539 | +2.4% | 0.68% | +10.0% |
| Q3 2017 | $1,841,000 | +8.1% | 10,290 | +5.1% | 0.62% | +9.3% |
| Q2 2017 | $1,703,000 | – | 9,790 | – | 0.57% | – |
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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% |