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 | $1,044,627 | -3.2% | 4,189 | +1.6% | 0.66% | -5.4% |
| Q2 2023 | $1,078,710 | +5.6% | 4,125 | +0.7% | 0.70% | +3.3% |
| Q1 2023 | $1,021,608 | +3.4% | 4,097 | +0.3% | 0.68% | +4.6% |
| Q4 2022 | $987,973 | +20.6% | 4,084 | +9.3% | 0.65% | +22.8% |
| Q3 2022 | $819,000 | -3.2% | 3,737 | 0.0% | 0.53% | +1.7% |
| Q2 2022 | $846,000 | -15.5% | 3,737 | +0.2% | 0.52% | -4.6% |
| Q1 2022 | $1,001,000 | -5.0% | 3,730 | +0.2% | 0.54% | 0.0% |
| Q4 2021 | $1,054,000 | +8.7% | 3,724 | +1.0% | 0.54% | -0.7% |
| Q3 2021 | $970,000 | -2.0% | 3,688 | +0.1% | 0.55% | -5.5% |
| Q2 2021 | $990,000 | +3.6% | 3,684 | +0.3% | 0.58% | -2.7% |
| Q1 2021 | $956,000 | +1.5% | 3,673 | -10.3% | 0.59% | -3.6% |
| Q4 2020 | $942,000 | +30.5% | 4,097 | +5.2% | 0.62% | +22.5% |
| Q3 2020 | $722,000 | +7.9% | 3,894 | +3.5% | 0.50% | +5.7% |
| Q2 2020 | $669,000 | +25.0% | 3,763 | +1.1% | 0.48% | +23.6% |
| Q1 2020 | $535,000 | -29.0% | 3,722 | +1.8% | 0.38% | -20.0% |
| Q4 2019 | $753,000 | – | 3,657 | – | 0.48% | – |
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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% |