ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,614,051 | +53.9% | 1,052,899 | +61.4% | 0.39% | +26.8% |
| Q2 2023 | $170,687,974 | +3.7% | 652,324 | -0.9% | 0.31% | -1.3% |
| Q1 2023 | $164,608,001 | +6.2% | 658,071 | +2.7% | 0.31% | -1.3% |
| Q4 2022 | $155,067,613 | +6.7% | 640,737 | -3.3% | 0.31% | -5.4% |
| Q3 2022 | $145,289,000 | +1.6% | 662,326 | +4.9% | 0.33% | +5.4% |
| Q2 2022 | $143,048,000 | -8.7% | 631,662 | +2.8% | 0.32% | +3.6% |
| Q1 2022 | $156,688,000 | -6.2% | 614,306 | +4.2% | 0.30% | -3.8% |
| Q4 2021 | $167,030,000 | +10.3% | 589,678 | +2.6% | 0.32% | +0.3% |
| Q3 2021 | $151,406,000 | -6.6% | 574,789 | -4.6% | 0.32% | -10.3% |
| Q2 2021 | $162,090,000 | -52.0% | 602,620 | -53.5% | 0.35% | -56.8% |
| Q1 2021 | $337,611,000 | +141.6% | 1,296,224 | +113.3% | 0.81% | +117.7% |
| Q4 2020 | $139,715,000 | +15.5% | 607,598 | -7.0% | 0.37% | +3.0% |
| Q3 2020 | $120,977,000 | +4.3% | 653,630 | +0.2% | 0.36% | -6.9% |
| Q2 2020 | $116,030,000 | +15.1% | 652,072 | -69.6% | 0.39% | -5.8% |
| Q1 2020 | $100,783,000 | – | 2,146,549 | – | 0.41% | – |
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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% |