ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,821 | +6.8% | 31,123 | +10.8% | 0.76% | +0.7% |
| Q1 2024 | $1,705 | +6.9% | 28,083 | +388.0% | 0.75% | -5.6% |
| Q4 2023 | $1,595 | +14.7% | 5,755 | +3.2% | 0.80% | +2.7% |
| 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% | – |
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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% |