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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $805,000 | -36.8% | 3,000 | -33.3% | 2.17% | +101.8% |
| Q4 2021 | $1,274,000 | +6.9% | 4,500 | -0.7% | 1.08% | -0.6% |
| Q3 2021 | $1,192,000 | -7.7% | 4,533 | -5.6% | 1.08% | -8.1% |
| Q2 2021 | $1,291,000 | +3.3% | 4,803 | 0.0% | 1.18% | -1.2% |
| Q1 2021 | $1,250,000 | +13.3% | 4,803 | 0.0% | 1.19% | +10.8% |
| Q4 2020 | $1,103,000 | +23.9% | 4,803 | 0.0% | 1.08% | +16.9% |
| Q3 2020 | $890,000 | +3.4% | 4,803 | -0.9% | 0.92% | -7.8% |
| Q2 2020 | $861,000 | +199.0% | 4,847 | +142.0% | 1.00% | +165.7% |
| Q1 2020 | $288,000 | -65.0% | 2,003 | -50.0% | 0.38% | -54.9% |
| Q4 2019 | $823,000 | – | 4,003 | – | 0.83% | – |
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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% |