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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $321,771 | +9.4% | 1,161 | -1.6% | 0.04% | 0.0% |
| Q3 2023 | $294,233 | -34.4% | 1,180 | -31.2% | 0.04% | -34.0% |
| Q2 2023 | $448,438 | +32.2% | 1,715 | +26.5% | 0.05% | +26.2% |
| Q1 2023 | $339,217 | -13.8% | 1,356 | -16.6% | 0.04% | -16.0% |
| Q4 2022 | $393,313 | +4.3% | 1,626 | -5.4% | 0.05% | -5.7% |
| Q3 2022 | $377,000 | -3.1% | 1,719 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $389,000 | -13.6% | 1,719 | +2.6% | 0.05% | 0.0% |
| Q1 2022 | $450,000 | +13.1% | 1,676 | +19.2% | 0.05% | +18.2% |
| Q4 2021 | $398,000 | – | 1,406 | 0.0% | 0.04% | – |
| Q3 2021 | $0 | – | 1,406 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,406 | +1.4% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,387 | 0.0% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +289.1% | 1,387 | 0.0% | 0.15% | +241.9% |
| Q3 2020 | $257,000 | -62.2% | 1,387 | -70.6% | 0.04% | -73.0% |
| Q1 2020 | $680,000 | -51.1% | 4,725 | -30.0% | 0.16% | -47.7% |
| Q4 2019 | $1,390,000 | +8.8% | 6,752 | +2.2% | 0.30% | 0.0% |
| Q3 2019 | $1,277,000 | – | 6,609 | – | 0.30% | – |
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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% |