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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $267,281 | -34.7% | 1,105 | -40.6% | 0.06% | -34.1% |
| Q3 2022 | $409,000 | -5.3% | 1,861 | -2.5% | 0.08% | +13.3% |
| Q2 2022 | $432,000 | -22.6% | 1,908 | -8.5% | 0.08% | -8.5% |
| Q1 2022 | $558,000 | -8.8% | 2,085 | -3.7% | 0.08% | +13.9% |
| Q4 2021 | $612,000 | +5.5% | 2,165 | -1.4% | 0.07% | -5.3% |
| Q3 2021 | $580,000 | -21.0% | 2,195 | -19.7% | 0.08% | -14.6% |
| Q2 2021 | $734,000 | +81.2% | 2,732 | +75.5% | 0.09% | +53.4% |
| Q1 2021 | $405,000 | -15.6% | 1,557 | -25.0% | 0.06% | -14.7% |
| Q4 2020 | $480,000 | +30.4% | 2,077 | +4.5% | 0.07% | +655.6% |
| Q3 2020 | $368,000 | -24.3% | 1,988 | -27.3% | 0.01% | -90.0% |
| Q2 2020 | $486,000 | +19.1% | 2,736 | -3.5% | 0.09% | +1.1% |
| Q1 2020 | $408,000 | -50.5% | 2,835 | -29.4% | 0.09% | -42.9% |
| Q4 2019 | $824,000 | -25.6% | 4,015 | -30.0% | 0.16% | -38.6% |
| Q3 2019 | $1,108,000 | -41.2% | 5,732 | -41.0% | 0.25% | -28.0% |
| Q2 2019 | $1,884,000 | +31.7% | 9,719 | +28.6% | 0.35% | +13.9% |
| Q1 2019 | $1,430,000 | +7.3% | 7,558 | -6.1% | 0.31% | -21.9% |
| Q4 2018 | $1,333,000 | +45.0% | 8,049 | +76.4% | 0.40% | -68.3% |
| Q3 2018 | $919,000 | -34.1% | 4,562 | -36.0% | 1.25% | +25.8% |
| Q2 2018 | $1,394,000 | -2.0% | 7,127 | -5.6% | 1.00% | -8.0% |
| Q1 2018 | $1,422,000 | – | 7,553 | – | 1.08% | – |
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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% |