ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,583 | -3.7% | 9,084 | 0.0% | 0.18% | -4.7% |
| Q1 2024 | $551,749 | +12.2% | 9,084 | +412.1% | 0.19% | +3.8% |
| Q4 2023 | $491,597 | +3.2% | 1,774 | -7.2% | 0.18% | -7.5% |
| Q3 2023 | $476,448 | +2.2% | 1,911 | +7.1% | 0.20% | +3.1% |
| Q2 2023 | $466,417 | +4.5% | 1,784 | 0.0% | 0.19% | -0.5% |
| Q1 2023 | $446,225 | +13.5% | 1,784 | -0.6% | 0.19% | -5.4% |
| Q3 2022 | $393,000 | -3.0% | 1,794 | +0.2% | 0.20% | -1.0% |
| Q2 2022 | $405,000 | -15.8% | 1,790 | 0.0% | 0.21% | -11.9% |
| Q1 2022 | $481,000 | -5.1% | 1,790 | 0.0% | 0.24% | -8.6% |
| Q4 2021 | $507,000 | +7.6% | 1,790 | 0.0% | 0.26% | 0.0% |
| Q3 2021 | $471,000 | -2.1% | 1,790 | -0.1% | 0.26% | -13.8% |
| Q2 2021 | $481,000 | +2.8% | 1,791 | -0.4% | 0.30% | -10.2% |
| Q1 2021 | $468,000 | +13.0% | 1,798 | -0.3% | 0.33% | -5.4% |
| Q4 2020 | $414,000 | – | 1,803 | – | 0.35% | – |
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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% |