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 | $2,024,729 | -84.1% | 8,120 | -83.3% | 1.32% | -83.4% |
| Q2 2023 | $12,727,514 | +21.5% | 48,675 | +16.3% | 7.99% | +15.4% |
| Q1 2023 | $10,472,439 | +5.8% | 41,863 | +2.3% | 6.93% | +26.0% |
| Q4 2022 | $9,894,678 | +13.0% | 40,906 | +2.4% | 5.50% | +2.8% |
| Q3 2022 | $8,756,000 | +14.4% | 39,935 | +18.1% | 5.35% | +24.0% |
| Q2 2022 | $7,651,000 | -1.4% | 33,819 | +17.0% | 4.31% | +13.4% |
| Q1 2022 | $7,757,000 | +12.4% | 28,907 | +18.6% | 3.80% | +5.7% |
| Q4 2021 | $6,901,000 | +38.0% | 24,378 | +28.3% | 3.60% | +24.2% |
| Q3 2021 | $4,999,000 | +2.5% | 19,003 | +4.7% | 2.90% | -23.6% |
| Q2 2021 | $4,875,000 | +10.0% | 18,142 | +6.5% | 3.79% | -13.3% |
| Q1 2021 | $4,432,000 | +36.7% | 17,028 | +20.8% | 4.37% | +27.8% |
| Q4 2020 | $3,241,000 | +27.4% | 14,100 | +2.7% | 3.42% | +43.3% |
| Q3 2020 | $2,544,000 | -5.3% | 13,731 | -9.1% | 2.38% | -4.8% |
| Q2 2020 | $2,686,000 | +44.3% | 15,106 | +16.7% | 2.50% | +40.1% |
| Q1 2020 | $1,861,000 | -56.5% | 12,939 | -37.7% | 1.79% | -34.0% |
| Q4 2019 | $4,277,000 | +15.3% | 20,780 | +8.3% | 2.71% | +7.1% |
| Q3 2019 | $3,708,000 | +1.7% | 19,189 | +2.2% | 2.53% | -2.9% |
| Q2 2019 | $3,646,000 | +9.5% | 18,771 | +6.8% | 2.60% | -2.6% |
| Q1 2019 | $3,330,000 | +10.2% | 17,584 | -3.4% | 2.67% | -9.1% |
| Q4 2018 | $3,022,000 | – | 18,196 | – | 2.94% | – |
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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% |