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 | $2,441,500 | -4.6% | 9,747 | -0.4% | 0.55% | +2.4% |
| Q2 2023 | $2,559,344 | +23.2% | 9,788 | +17.8% | 0.54% | +23.5% |
| Q1 2023 | $2,078,058 | -6.6% | 8,307 | -9.7% | 0.44% | -4.4% |
| Q4 2022 | $2,225,126 | +2.9% | 9,199 | -6.7% | 0.46% | -7.5% |
| Q3 2022 | $2,162,000 | +0.6% | 9,861 | +3.8% | 0.50% | -7.8% |
| Q2 2022 | $2,149,000 | -10.8% | 9,499 | +5.8% | 0.54% | +4.1% |
| Q1 2022 | $2,410,000 | +14.3% | 8,980 | +20.6% | 0.52% | +28.7% |
| Q4 2021 | $2,109,000 | +19.3% | 7,449 | +10.9% | 0.40% | -6.1% |
| Q3 2021 | $1,768,000 | +4.6% | 6,719 | +6.9% | 0.43% | -11.0% |
| Q2 2021 | $1,690,000 | +5.2% | 6,288 | +1.8% | 0.48% | -4.2% |
| Q1 2021 | $1,607,000 | +16.1% | 6,176 | +2.5% | 0.50% | +20.4% |
| Q4 2020 | $1,384,000 | +11.9% | 6,024 | -9.7% | 0.42% | -39.8% |
| Q3 2020 | $1,237,000 | -31.7% | 6,673 | -34.4% | 0.69% | -36.6% |
| Q2 2020 | $1,810,000 | -19.8% | 10,177 | -35.1% | 1.09% | -26.5% |
| Q1 2020 | $2,256,000 | -38.6% | 15,681 | -12.2% | 1.48% | +0.4% |
| Q4 2019 | $3,674,000 | +4.9% | 17,852 | -1.5% | 1.48% | -2.3% |
| Q3 2019 | $3,502,000 | +7.1% | 18,126 | +7.7% | 1.51% | -14.6% |
| Q2 2019 | $3,270,000 | -1.6% | 16,834 | -4.0% | 1.77% | +4.9% |
| Q1 2019 | $3,322,000 | +19.8% | 17,537 | +5.0% | 1.69% | +7.8% |
| Q4 2018 | $2,773,000 | -8.8% | 16,699 | +11.1% | 1.56% | +8.2% |
| Q3 2018 | $3,039,000 | +15.0% | 15,034 | +11.3% | 1.45% | +10.1% |
| Q2 2018 | $2,642,000 | +12.8% | 13,504 | +8.1% | 1.31% | +26.2% |
| Q1 2018 | $2,343,000 | +13.8% | 12,489 | +15.1% | 1.04% | +11.8% |
| Q4 2017 | $2,059,000 | – | 10,847 | – | 0.93% | – |
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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% |