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 | $931,904 | -8.5% | 3,737 | -4.0% | 0.19% | -8.1% |
Q2 2023 | $1,018,170 | -0.4% | 3,894 | -4.7% | 0.21% | -6.6% |
Q1 2023 | $1,021,756 | +1.7% | 4,084 | -1.7% | 0.23% | -3.4% |
Q4 2022 | $1,004,746 | +8.0% | 4,154 | -2.0% | 0.23% | +0.4% |
Q3 2022 | $930,000 | -15.8% | 4,240 | -13.2% | 0.23% | -13.7% |
Q2 2022 | $1,105,000 | -18.9% | 4,886 | -3.7% | 0.27% | -23.1% |
Q1 2022 | $1,362,000 | -8.8% | 5,074 | -3.8% | 0.35% | -11.4% |
Q4 2021 | $1,493,000 | +11.0% | 5,275 | +3.2% | 0.40% | +1.8% |
Q3 2021 | $1,345,000 | -1.9% | 5,112 | -0.7% | 0.39% | -1.8% |
Q2 2021 | $1,371,000 | -11.7% | 5,149 | -13.7% | 0.40% | -19.2% |
Q1 2021 | $1,552,000 | -1.3% | 5,963 | -12.8% | 0.49% | -5.8% |
Q4 2020 | $1,572,000 | – | 6,839 | – | 0.52% | – |
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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% |