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 | $6,519,524 | -5.5% | 26,146 | +1.4% | 2.04% | -3.6% |
| Q2 2023 | $6,896,735 | -1.3% | 25,785 | -8.4% | 2.11% | +3.4% |
| Q1 2023 | $6,988,663 | +11.1% | 28,157 | +8.3% | 2.04% | +2.5% |
| Q4 2022 | $6,288,023 | +35.0% | 25,995 | +22.4% | 2.00% | +23.7% |
| Q3 2022 | $4,658,000 | +0.6% | 21,246 | +3.8% | 1.61% | +2.0% |
| Q2 2022 | $4,631,000 | -5.5% | 20,469 | +12.1% | 1.58% | +1.5% |
| Q1 2022 | $4,899,000 | +7.9% | 18,258 | +13.9% | 1.56% | -0.7% |
| Q4 2021 | $4,539,000 | +21.9% | 16,034 | +13.2% | 1.57% | +8.7% |
| Q3 2021 | $3,725,000 | -2.8% | 14,160 | -0.7% | 1.44% | -11.8% |
| Q2 2021 | $3,834,000 | +5.2% | 14,267 | +1.9% | 1.64% | +4.5% |
| Q1 2021 | $3,645,000 | +60.9% | 14,005 | +42.1% | 1.57% | +38.5% |
| Q4 2020 | $2,265,000 | -41.4% | 9,854 | -50.7% | 1.13% | -53.5% |
| Q3 2019 | $3,865,000 | -0.1% | 20,003 | +0.5% | 2.44% | +0.6% |
| Q2 2019 | $3,867,000 | +3.5% | 19,907 | +0.9% | 2.42% | -3.4% |
| Q1 2019 | $3,737,000 | +17.4% | 19,732 | +2.9% | 2.51% | +3.2% |
| Q4 2018 | $3,183,000 | -23.4% | 19,170 | -7.1% | 2.43% | -11.4% |
| Q3 2018 | $4,156,000 | +7.5% | 20,646 | +4.0% | 2.74% | +0.8% |
| Q2 2018 | $3,865,000 | +21.4% | 19,844 | +16.9% | 2.72% | +29.7% |
| Q1 2018 | $3,183,000 | -17.0% | 16,972 | -15.2% | 2.10% | -11.2% |
| Q4 2017 | $3,834,000 | -21.5% | 20,023 | -26.6% | 2.36% | -27.5% |
| Q3 2017 | $4,881,000 | +6.1% | 27,284 | +3.1% | 3.26% | +5.0% |
| Q2 2017 | $4,602,000 | +6.1% | 26,456 | +4.4% | 3.10% | -0.1% |
| Q1 2017 | $4,339,000 | +40.2% | 25,340 | +35.4% | 3.11% | +36.4% |
| Q4 2016 | $3,095,000 | – | 18,721 | – | 2.28% | – |
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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% |