ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,761,920 | -2.0% | 30,108 | +1.7% | 0.18% | -2.7% |
| Q1 2024 | $1,798,572 | +12.3% | 29,611 | +412.4% | 0.18% | +7.1% |
| Q4 2023 | $1,601,650 | +14.0% | 5,779 | +2.6% | 0.17% | +0.6% |
| Q3 2023 | $1,405,087 | -1.3% | 5,635 | +3.5% | 0.17% | +1.2% |
| Q2 2023 | $1,423,236 | +1.3% | 5,443 | -3.0% | 0.17% | -4.6% |
| Q1 2023 | $1,404,398 | -2.0% | 5,614 | -5.2% | 0.18% | -7.9% |
| Q4 2022 | $1,432,714 | -4.7% | 5,923 | -13.6% | 0.19% | -16.7% |
| Q3 2022 | $1,503,000 | -10.3% | 6,854 | -7.5% | 0.23% | -9.2% |
| Q2 2022 | $1,676,000 | -14.7% | 7,407 | +1.2% | 0.25% | -7.4% |
| Q1 2022 | $1,965,000 | +5.4% | 7,322 | +11.1% | 0.27% | +4.6% |
| Q4 2021 | $1,865,000 | +38.9% | 6,590 | +29.1% | 0.26% | +22.7% |
| Q3 2021 | $1,343,000 | -29.2% | 5,105 | -27.7% | 0.21% | -31.5% |
| Q2 2021 | $1,898,000 | +4.7% | 7,064 | +1.5% | 0.31% | +3.4% |
| Q1 2021 | $1,812,000 | +589.0% | 6,961 | +370.3% | 0.30% | +267.9% |
| Q2 2020 | $263,000 | -10.5% | 1,480 | -27.6% | 0.08% | -28.9% |
| Q1 2020 | $294,000 | -30.3% | 2,045 | -0.1% | 0.11% | -27.8% |
| Q4 2019 | $422,000 | – | 2,048 | – | 0.16% | – |
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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% |