ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $474,258 | -18.0% | 8,104 | -14.9% | 0.24% | -18.6% |
| Q1 2024 | $578,327 | +13.5% | 9,521 | +418.0% | 0.29% | +4.7% |
| Q4 2023 | $509,501 | +7.9% | 1,838 | -2.9% | 0.28% | -0.7% |
| Q3 2023 | $472,108 | -11.8% | 1,893 | -7.5% | 0.28% | -7.3% |
| Q2 2023 | $535,342 | -14.6% | 2,047 | -18.3% | 0.30% | -15.9% |
| Q1 2023 | $626,739 | -5.3% | 2,505 | -8.4% | 0.36% | -6.0% |
| Q4 2022 | $661,613 | +1.3% | 2,735 | -8.2% | 0.38% | -3.0% |
| Q3 2022 | $653,000 | -15.6% | 2,980 | -12.9% | 0.39% | -14.7% |
| Q2 2022 | $774,000 | +651.5% | 3,420 | +542.9% | 0.46% | +560.0% |
| Q3 2019 | $103,000 | – | 532 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |