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 | $1,390 | +7.2% | 5,574 | +12.3% | 0.78% | +10.9% |
| Q2 2023 | $1,297 | +10.2% | 4,962 | +5.4% | 0.70% | +0.6% |
| Q1 2023 | $1,177 | +6.7% | 4,706 | +3.2% | 0.70% | -0.3% |
| Q4 2022 | $1,103 | -99.9% | 4,561 | +9.2% | 0.70% | +7.4% |
| Q3 2022 | $916,000 | -3.1% | 4,178 | -0.0% | 0.65% | +1.1% |
| Q2 2022 | $945,000 | -14.8% | 4,179 | +1.1% | 0.64% | +0.2% |
| Q1 2022 | $1,109,000 | -5.3% | 4,133 | -0.1% | 0.64% | -4.2% |
| Q4 2021 | $1,171,000 | +4.7% | 4,139 | -2.7% | 0.67% | -4.6% |
| Q3 2021 | $1,118,000 | +13.0% | 4,252 | +15.4% | 0.70% | +11.1% |
| Q2 2021 | $989,000 | +32.2% | 3,683 | +28.2% | 0.63% | +19.5% |
| Q1 2021 | $748,000 | +10.3% | 2,872 | -2.6% | 0.53% | +3.9% |
| Q4 2020 | $678,000 | – | 2,950 | – | 0.51% | – |
Download | ||||||
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% |