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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $247,353 | -5.5% | 991 | -0.9% | 0.05% | -11.3% |
Q2 2023 | $261,736 | +1.8% | 1,000 | +10.1% | 0.05% | -55.5% |
Q4 2021 | $257,000 | -31.8% | 908 | -36.6% | 0.12% | -39.6% |
Q3 2021 | $377,000 | -8.3% | 1,433 | -6.2% | 0.20% | -11.3% |
Q2 2021 | $411,000 | +16.8% | 1,528 | +13.1% | 0.22% | +13.3% |
Q1 2021 | $352,000 | +11.7% | 1,351 | -1.5% | 0.20% | -7.1% |
Q4 2020 | $315,000 | +12.9% | 1,371 | -8.9% | 0.21% | -9.4% |
Q3 2020 | $279,000 | -14.7% | 1,505 | -18.1% | 0.23% | -19.9% |
Q2 2020 | $327,000 | – | 1,838 | – | 0.29% | – |
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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% |