ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,665 | -3.1% | 3,207 | +1.6% | 0.31% | -3.4% |
| Q2 2023 | $825,231 | +6.7% | 3,156 | +2.1% | 0.32% | +1.3% |
| Q1 2023 | $773,245 | +40.0% | 3,091 | +35.3% | 0.32% | +28.6% |
| Q4 2022 | $552,477 | -30.2% | 2,284 | -36.7% | 0.25% | -37.1% |
| Q3 2022 | $791,000 | -2.8% | 3,608 | +0.3% | 0.39% | +11.9% |
| Q2 2022 | $814,000 | -25.3% | 3,597 | -11.4% | 0.35% | -15.4% |
| Q1 2022 | $1,090,000 | -5.2% | 4,062 | 0.0% | 0.42% | -8.2% |
| Q4 2021 | $1,150,000 | +0.8% | 4,062 | -6.4% | 0.45% | -7.7% |
| Q3 2021 | $1,141,000 | -2.1% | 4,338 | 0.0% | 0.49% | -1.4% |
| Q2 2021 | $1,166,000 | +3.3% | 4,338 | 0.0% | 0.50% | -9.6% |
| Q1 2021 | $1,129,000 | +11.8% | 4,338 | -1.3% | 0.55% | -1.8% |
| Q4 2020 | $1,010,000 | – | 4,395 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |