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 | $1,902,956 | -1.8% | 7,632 | +3.0% | 0.49% | -0.8% |
| Q2 2023 | $1,937,741 | +6.5% | 7,411 | +1.9% | 0.50% | +0.8% |
| Q1 2023 | $1,818,949 | +3.9% | 7,271 | +0.5% | 0.49% | +6.9% |
| Q4 2022 | $1,750,317 | +17.6% | 7,236 | +6.6% | 0.46% | +8.7% |
| Q3 2022 | $1,488,409 | +0.4% | 6,788 | +3.6% | 0.42% | +2.7% |
| Q2 2022 | $1,482,415 | -16.1% | 6,552 | -0.5% | 0.41% | -5.3% |
| Q1 2022 | $1,767,398 | +115.8% | 6,586 | +127.7% | 0.44% | +107.6% |
| Q4 2021 | $818,960 | +9.8% | 2,893 | +2.0% | 0.21% | -1.4% |
| Q3 2021 | $745,823 | -0.3% | 2,835 | +1.8% | 0.21% | -1.8% |
| Q2 2021 | $748,310 | +6.3% | 2,784 | +3.0% | 0.22% | -4.8% |
| Q1 2021 | $703,769 | +32.7% | 2,703 | +17.2% | 0.23% | +21.9% |
| Q4 2020 | $530,298 | +36.8% | 2,307 | +10.3% | 0.19% | +19.1% |
| Q3 2020 | $387,748 | -0.3% | 2,092 | -4.3% | 0.16% | -12.8% |
| Q2 2020 | $389,000 | -10.4% | 2,186 | -27.6% | 0.18% | -22.1% |
| Q1 2020 | $434,000 | -47.9% | 3,018 | -25.4% | 0.23% | -36.0% |
| Q4 2019 | $833,000 | +2.2% | 4,047 | -4.1% | 0.36% | -5.7% |
| Q3 2019 | $815,000 | -18.5% | 4,219 | -18.1% | 0.38% | -10.7% |
| Q2 2019 | $1,000,000 | -2.0% | 5,149 | -4.4% | 0.43% | -20.4% |
| Q1 2019 | $1,020,000 | -20.1% | 5,385 | -29.9% | 0.54% | -31.5% |
| Q4 2018 | $1,276,000 | – | 7,682 | – | 0.79% | – |
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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% |