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 | $1,038,218 | -3.9% | 4,164 | +0.8% | 0.22% | +1.9% |
| Q2 2023 | $1,080,101 | -1.2% | 4,131 | -5.5% | 0.22% | -6.5% |
| Q1 2023 | $1,093,198 | +17.2% | 4,370 | +13.3% | 0.23% | +9.5% |
| Q4 2022 | $932,584 | +11.2% | 3,856 | +0.8% | 0.21% | +1.0% |
| Q3 2022 | $839,000 | +7.8% | 3,827 | +11.2% | 0.21% | +11.2% |
| Q2 2022 | $778,000 | -15.6% | 3,440 | +0.1% | 0.19% | -3.1% |
| Q1 2022 | $922,000 | +17.9% | 3,437 | +24.3% | 0.19% | +21.2% |
| Q4 2021 | $782,000 | +7.6% | 2,764 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $727,000 | -4.0% | 2,764 | -2.0% | 0.16% | -1.2% |
| Q2 2021 | $757,000 | +1.7% | 2,819 | -1.4% | 0.16% | -9.4% |
| Q1 2021 | $744,000 | +11.9% | 2,860 | -1.1% | 0.18% | +4.0% |
| Q4 2020 | $665,000 | +36.3% | 2,892 | +9.8% | 0.17% | +18.5% |
| Q3 2020 | $488,000 | -8.1% | 2,633 | -11.8% | 0.15% | -16.6% |
| Q2 2020 | $531,000 | +23.8% | 2,986 | +0.2% | 0.18% | +8.7% |
| Q1 2020 | $429,000 | -32.9% | 2,981 | -3.9% | 0.16% | -19.9% |
| Q4 2019 | $639,000 | +1.4% | 3,103 | -4.9% | 0.20% | -6.5% |
| Q3 2019 | $630,000 | -1.7% | 3,263 | -1.1% | 0.22% | -4.9% |
| Q2 2019 | $641,000 | -7.4% | 3,299 | -9.8% | 0.23% | -11.0% |
| Q1 2019 | $692,000 | +14.0% | 3,656 | 0.0% | 0.25% | +4.1% |
| Q4 2018 | $607,000 | – | 3,656 | – | 0.24% | – |
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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% |