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 | $1,512,806 | -4.1% | 6,067 | +0.6% | 0.57% | +0.7% |
| Q2 2023 | $1,576,724 | +4.5% | 6,030 | 0.0% | 0.57% | -1.4% |
| Q1 2023 | $1,508,465 | +1.7% | 6,030 | -1.7% | 0.58% | -4.8% |
| Q4 2022 | $1,483,269 | +10.3% | 6,132 | 0.0% | 0.61% | -0.3% |
| Q3 2022 | $1,345,000 | -3.3% | 6,132 | -0.3% | 0.61% | -2.9% |
| Q2 2022 | $1,391,000 | -14.9% | 6,149 | +0.9% | 0.63% | -5.4% |
| Q1 2022 | $1,635,000 | -10.2% | 6,092 | -5.3% | 0.66% | -17.7% |
| Q4 2021 | $1,820,000 | +779.2% | 6,431 | +734.1% | 0.81% | +433.8% |
| Q2 2021 | $207,000 | +2.5% | 771 | -0.5% | 0.15% | -6.2% |
| Q1 2021 | $202,000 | – | 775 | – | 0.16% | – |
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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% |