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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $519,146 | -4.6% | 2,082 | 0.0% | 0.48% | +1.5% |
Q2 2023 | $544,401 | +4.1% | 2,082 | -0.4% | 0.47% | +8.3% |
Q1 2023 | $523,085 | -1.3% | 2,091 | -4.5% | 0.44% | +0.2% |
Q4 2022 | $529,739 | +9.2% | 2,190 | -1.1% | 0.44% | +26.8% |
Q3 2022 | $485,000 | +29.7% | 2,215 | +33.8% | 0.34% | -13.4% |
Q2 2022 | $374,000 | -37.0% | 1,655 | -25.3% | 0.40% | +22.2% |
Q1 2022 | $594,000 | -13.8% | 2,215 | -9.0% | 0.32% | -10.7% |
Q4 2021 | $689,000 | +7.7% | 2,435 | 0.0% | 0.36% | +1.4% |
Q3 2021 | $640,000 | -2.1% | 2,435 | 0.0% | 0.36% | -0.6% |
Q2 2021 | $654,000 | +7.0% | 2,435 | +3.6% | 0.36% | +0.8% |
Q1 2021 | $611,000 | +13.1% | 2,350 | 0.0% | 0.36% | +5.9% |
Q4 2020 | $540,000 | +8.7% | 2,350 | -12.5% | 0.34% | -4.8% |
Q3 2020 | $497,000 | +4.4% | 2,685 | +0.2% | 0.35% | -9.0% |
Q2 2020 | $476,000 | +23.6% | 2,679 | +0.1% | 0.39% | -4.0% |
Q1 2020 | $385,000 | -30.8% | 2,677 | -0.9% | 0.40% | -12.7% |
Q4 2019 | $556,000 | – | 2,702 | – | 0.46% | – |
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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% |