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 | $3,343,640 | +43.0% | 13,409 | +50.0% | 3.38% | +61.3% |
| Q2 2023 | $2,337,488 | +66.6% | 8,939 | +59.3% | 2.10% | +65.1% |
| Q1 2023 | $1,403,466 | +244.3% | 5,610 | +232.9% | 1.27% | +253.1% |
| Q4 2022 | $407,594 | -88.0% | 1,685 | -89.1% | 0.36% | -90.2% |
| Q3 2022 | $3,384,000 | +560.9% | 15,434 | +581.4% | 3.67% | +738.6% |
| Q2 2022 | $512,000 | -83.6% | 2,265 | -80.6% | 0.44% | -80.3% |
| Q1 2022 | $3,130,000 | +88.4% | 11,666 | +98.8% | 2.22% | +92.3% |
| Q4 2021 | $1,661,000 | -46.7% | 5,867 | -50.5% | 1.16% | -54.0% |
| Q3 2021 | $3,115,000 | – | 11,842 | – | 2.51% | – |
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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% |