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 | $88,587,144 | -5.1% | 355,272 | -0.5% | 10.36% | -2.8% |
Q2 2023 | $93,340,974 | +4.3% | 356,972 | -0.2% | 10.66% | +0.8% |
Q1 2023 | $89,520,215 | +3.9% | 357,852 | +0.5% | 10.57% | -2.2% |
Q4 2022 | $86,158,714 | +9.1% | 356,190 | -1.1% | 10.81% | +1.1% |
Q3 2022 | $78,948,000 | -3.4% | 360,067 | -0.3% | 10.70% | +0.6% |
Q2 2022 | $81,704,000 | -14.8% | 361,153 | +1.1% | 10.63% | -3.6% |
Q1 2022 | $95,846,000 | -3.0% | 357,179 | +2.4% | 11.03% | -1.0% |
Q4 2021 | $98,778,000 | +14.5% | 348,941 | +6.4% | 11.14% | +2.7% |
Q3 2021 | $86,255,000 | +7.5% | 327,880 | +9.8% | 10.85% | -2.2% |
Q2 2021 | $80,220,000 | +16.6% | 298,515 | +12.9% | 11.09% | -3.1% |
Q1 2021 | $68,789,000 | +24.2% | 264,290 | +9.6% | 11.44% | -0.1% |
Q4 2020 | $55,399,000 | +32.8% | 241,043 | +7.1% | 11.46% | +3.1% |
Q3 2020 | $41,720,000 | +10.8% | 225,134 | +6.4% | 11.11% | -4.6% |
Q2 2020 | $37,640,000 | +28.3% | 211,674 | +3.8% | 11.65% | +5.7% |
Q1 2020 | $29,339,000 | -4.3% | 203,944 | +37.0% | 11.02% | -5.0% |
Q4 2019 | $30,646,000 | +24.8% | 148,898 | +17.2% | 11.60% | +1.3% |
Q3 2019 | $24,549,000 | +13.5% | 127,047 | +14.1% | 11.45% | -2.7% |
Q2 2019 | $21,629,000 | +18.2% | 111,340 | +15.2% | 11.76% | -0.7% |
Q1 2019 | $18,300,000 | +29.4% | 96,623 | +13.5% | 11.85% | +3.5% |
Q4 2018 | $14,140,000 | – | 85,151 | – | 11.44% | – |
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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% |