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 | $17,627,377 | +6.6% | 301,223 | +10.7% | 4.99% | +21.6% |
| Q1 2024 | $16,534,801 | -4.6% | 272,227 | +335.4% | 4.11% | -19.5% |
| Q4 2023 | $17,328,151 | +12.4% | 62,527 | +1.1% | 5.10% | +4.9% |
| Q3 2023 | $15,421,480 | -3.5% | 61,850 | +1.2% | 4.86% | -2.0% |
| Q2 2023 | $15,985,745 | +119.2% | 61,139 | +109.7% | 4.96% | +0.9% |
| Q1 2023 | $7,294,427 | +19.4% | 29,159 | +4.7% | 4.92% | +5.7% |
| Q3 2022 | $6,108,000 | -2.0% | 27,855 | +1.1% | 4.65% | +1.3% |
| Q2 2022 | $6,234,000 | -58.0% | 27,558 | -50.2% | 4.59% | +0.3% |
| Q1 2022 | $14,840,000 | +101.8% | 55,302 | +112.8% | 4.58% | -2.2% |
| Q4 2021 | $7,355,000 | -44.0% | 25,984 | -47.9% | 4.68% | +5.2% |
| Q3 2021 | $13,124,000 | +110.2% | 49,863 | +114.6% | 4.45% | +2.1% |
| Q2 2021 | $6,244,000 | +3.2% | 23,236 | -0.1% | 4.35% | -2.6% |
| Q1 2021 | $6,052,000 | +12.7% | 23,252 | -0.5% | 4.47% | +11.2% |
| Q4 2020 | $5,372,000 | +20.8% | 23,375 | -2.4% | 4.02% | +13.4% |
| Q3 2020 | $4,446,000 | +9.9% | 23,942 | -46.3% | 3.55% | +6.4% |
| Q2 2020 | $4,047,000 | +31.7% | 44,544 | +108.5% | 3.33% | +11.4% |
| Q1 2020 | $3,073,000 | -24.0% | 21,363 | +8.5% | 2.99% | -6.0% |
| Q4 2019 | $4,043,000 | – | 19,682 | – | 3.18% | – |
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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% |