ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,768 | +18.1% | 303,615 | +22.6% | 2.87% | +14.6% |
| Q1 2024 | $15,043 | +15.2% | 247,669 | +425.8% | 2.51% | +5.5% |
| Q4 2023 | $13,056 | +82.2% | 47,107 | +63.9% | 2.38% | +62.9% |
| Q3 2023 | $7,165 | -6.2% | 28,734 | -1.7% | 1.46% | -0.9% |
| Q2 2023 | $7,642 | +39.4% | 29,226 | +33.4% | 1.47% | +33.2% |
| Q1 2023 | $5,481 | +81.4% | 21,911 | +75.4% | 1.11% | +43.8% |
| Q4 2022 | $3,022 | -99.7% | 12,494 | +194.6% | 0.77% | +177.0% |
| Q3 2022 | $930,000 | +111.4% | 4,241 | +118.2% | 0.28% | +122.4% |
| Q2 2022 | $440,000 | -1.1% | 1,944 | +17.3% | 0.12% | +7.8% |
| Q1 2022 | $445,000 | -2.8% | 1,657 | +2.4% | 0.12% | -16.5% |
| Q4 2021 | $458,000 | +7.5% | 1,618 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $426,000 | -0.9% | 1,618 | +1.2% | 0.14% | -4.0% |
| Q2 2021 | $430,000 | +3.6% | 1,599 | +0.3% | 0.15% | -6.3% |
| Q1 2021 | $415,000 | +13.4% | 1,594 | 0.0% | 0.16% | +6.0% |
| Q4 2020 | $366,000 | +24.1% | 1,594 | 0.0% | 0.15% | +11.1% |
| Q3 2020 | $295,000 | -16.9% | 1,594 | -20.3% | 0.14% | -27.0% |
| Q2 2020 | $355,000 | – | 1,999 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |