ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,662,251 | -38.8% | 96,758 | -36.5% | 2.93% | +2.2% |
| Q1 2024 | $9,249,900 | +18.5% | 152,287 | +440.8% | 2.87% | +2.6% |
| Q4 2023 | $7,804,326 | +17.1% | 28,159 | +5.3% | 2.80% | +1.0% |
| Q3 2023 | $6,665,840 | -0.9% | 26,732 | +3.9% | 2.77% | -0.7% |
| Q2 2023 | $6,726,360 | +5.6% | 25,724 | +1.1% | 2.79% | -3.8% |
| Q1 2023 | $6,367,101 | +37.1% | 25,452 | +32.6% | 2.90% | +22.4% |
| Q4 2022 | $4,642,544 | -15.6% | 19,193 | -23.5% | 2.37% | -19.0% |
| Q3 2022 | $5,500,000 | -0.3% | 25,084 | +2.9% | 2.93% | -4.1% |
| Q2 2022 | $5,517,000 | -12.9% | 24,387 | +3.3% | 3.05% | -3.9% |
| Q1 2022 | $6,335,000 | -5.0% | 23,607 | +0.2% | 3.18% | -4.3% |
| Q4 2021 | $6,671,000 | +13.9% | 23,566 | +5.9% | 3.32% | +3.5% |
| Q3 2021 | $5,855,000 | +4.2% | 22,256 | +6.4% | 3.20% | +4.5% |
| Q2 2021 | $5,620,000 | -20.2% | 20,912 | -22.7% | 3.07% | -25.3% |
| Q1 2021 | $7,044,000 | +15.7% | 27,062 | +2.2% | 4.11% | +6.3% |
| Q4 2020 | $6,087,000 | +14.5% | 26,484 | -7.7% | 3.86% | -3.1% |
| Q3 2020 | $5,318,000 | +35.7% | 28,698 | +30.3% | 3.99% | +5.8% |
| Q2 2020 | $3,918,000 | -29.1% | 22,032 | -42.6% | 3.77% | -42.4% |
| Q1 2020 | $5,523,000 | -66.8% | 38,393 | -52.5% | 6.54% | -57.2% |
| Q4 2019 | $16,639,000 | – | 80,841 | – | 15.28% | – |
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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% |