ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,285,197 | -1.5% | 73,226 | +2.4% | 2.58% | -4.2% |
| Q1 2024 | $4,348,272 | +13.7% | 71,537 | +418.6% | 2.69% | -4.4% |
| Q4 2023 | $3,823,284 | +28.0% | 13,795 | +15.2% | 2.82% | +13.8% |
| Q3 2023 | $2,986,641 | -4.4% | 11,978 | +0.3% | 2.48% | +5.5% |
| Q2 2023 | $3,122,860 | +6.3% | 11,943 | +1.7% | 2.35% | +2.4% |
| Q1 2023 | $2,938,147 | +1.3% | 11,745 | -2.1% | 2.29% | +4.7% |
| Q4 2022 | $2,901,864 | +5.8% | 12,001 | -4.2% | 2.19% | -6.6% |
| Q3 2022 | $2,744,000 | -2.8% | 12,527 | +0.4% | 2.34% | +3.2% |
| Q2 2022 | $2,823,000 | -21.7% | 12,479 | -7.0% | 2.27% | -5.8% |
| Q1 2022 | $3,604,000 | -6.1% | 13,422 | -1.0% | 2.41% | -1.0% |
| Q4 2021 | $3,839,000 | +9.0% | 13,563 | +1.3% | 2.43% | -6.1% |
| Q3 2021 | $3,523,000 | -0.0% | 13,391 | +2.1% | 2.59% | +0.1% |
| Q2 2021 | $3,524,000 | -10.2% | 13,113 | -12.7% | 2.59% | -17.2% |
| Q1 2021 | $3,925,000 | +9.5% | 15,027 | -3.6% | 3.13% | +1.6% |
| Q4 2020 | $3,584,000 | +20.5% | 15,592 | -2.8% | 3.08% | +14.9% |
| Q3 2020 | $2,974,000 | +3.7% | 16,047 | -0.1% | 2.68% | -15.0% |
| Q2 2020 | $2,868,000 | +23.7% | 16,056 | -0.4% | 3.15% | +12.6% |
| Q1 2020 | $2,318,000 | -36.7% | 16,122 | -9.4% | 2.80% | -28.4% |
| Q4 2019 | $3,662,000 | – | 17,796 | – | 3.91% | – |
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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% |