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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $341,754 | +4.5% | 1,307 | 0.0% | 0.73% | -5.4% |
| Q1 2023 | $326,959 | -2.7% | 1,307 | +4.9% | 0.77% | +867.5% |
| Q4 2021 | $336,000 | +5500.0% | 1,246 | +3793.8% | 0.08% | +1233.3% |
| Q2 2020 | $6,000 | +50.0% | 32 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $4,000 | -76.5% | 32 | -61.0% | 0.01% | -70.6% |
| Q4 2019 | $17,000 | -86.2% | 82 | -87.0% | 0.02% | -86.8% |
| Q2 2019 | $123,000 | -33.9% | 633 | -35.7% | 0.13% | -33.5% |
| Q1 2019 | $186,000 | -74.3% | 984 | -77.4% | 0.19% | -74.7% |
| Q4 2018 | $724,000 | -19.0% | 4,359 | -1.8% | 0.77% | -10.9% |
| Q3 2018 | $894,000 | +12.2% | 4,439 | +8.4% | 0.86% | +8.2% |
| Q2 2018 | $797,000 | -49.5% | 4,094 | -51.3% | 0.80% | -41.7% |
| Q1 2018 | $1,578,000 | -5.8% | 8,411 | -4.8% | 1.37% | -3.7% |
| Q4 2017 | $1,676,000 | – | 8,832 | – | 1.42% | – |
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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% |