ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,227,115 | +6.2% | 123,498 | +10.2% | 4.35% | -8.7% |
| Q1 2024 | $6,804,433 | +89.5% | 112,026 | +764.5% | 4.77% | +82.6% |
| Q4 2023 | $3,591,277 | +35.5% | 12,958 | +21.9% | 2.61% | +36.0% |
| Q3 2023 | $2,651,367 | +4.1% | 10,633 | +9.2% | 1.92% | +1.5% |
| Q2 2023 | $2,546,060 | +5.0% | 9,737 | +0.4% | 1.89% | +2.1% |
| Q1 2023 | $2,425,516 | -21.1% | 9,696 | -23.7% | 1.85% | -23.0% |
| Q4 2022 | $3,075,513 | +7.7% | 12,715 | -2.4% | 2.41% | +15.0% |
| Q3 2022 | $2,856,000 | -2.3% | 13,023 | +0.8% | 2.09% | -6.8% |
| Q2 2022 | $2,924,000 | -16.0% | 12,924 | -0.3% | 2.25% | -4.1% |
| Q1 2022 | $3,480,000 | -57.3% | 12,969 | -55.0% | 2.34% | -59.6% |
| Q4 2021 | $8,154,000 | – | 28,806 | – | 5.79% | – |
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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% |