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 | $1,287,515 | +12.4% | 5,163 | +17.8% | 0.14% | +8.7% |
| Q2 2023 | $1,145,890 | +10.5% | 4,382 | +5.7% | 0.13% | -2.3% |
| Q1 2023 | $1,036,832 | +8.2% | 4,145 | +4.6% | 0.13% | -11.0% |
| Q4 2022 | $958,322 | +22.9% | 3,962 | +11.4% | 0.14% | -19.0% |
| Q3 2022 | $780,000 | +2.4% | 3,558 | +5.6% | 0.18% | -8.7% |
| Q2 2022 | $762,000 | -16.5% | 3,369 | -1.0% | 0.20% | -15.5% |
| Q1 2022 | $913,000 | +30.6% | 3,402 | +37.7% | 0.23% | +18.4% |
| Q4 2021 | $699,000 | – | 2,471 | – | 0.20% | – |
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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% |