ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $245,908 | +3.4% | 983 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $237,778 | -21.8% | 983 | -29.1% | 0.04% | -32.7% |
| Q3 2022 | $304,000 | -3.8% | 1,387 | -0.8% | 0.06% | 0.0% |
| Q2 2022 | $316,000 | -66.5% | 1,398 | -61.3% | 0.06% | -69.3% |
| Q1 2022 | $943,000 | +78.9% | 3,616 | +94.1% | 0.18% | +123.8% |
| Q4 2021 | $527,000 | -20.2% | 1,863 | -25.8% | 0.08% | -25.9% |
| Q3 2021 | $660,000 | -16.2% | 2,510 | -14.6% | 0.11% | -18.2% |
| Q2 2021 | $788,000 | -17.6% | 2,940 | -18.7% | 0.13% | -26.3% |
| Q1 2021 | $956,000 | -11.8% | 3,616 | -23.2% | 0.18% | -21.5% |
| Q4 2020 | $1,084,000 | – | 4,706 | – | 0.23% | – |
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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% |