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 | $973,333 | +2.8% | 16,238 | -0.7% | 0.36% | -4.5% |
| Q1 2024 | $946,569 | -10.1% | 16,357 | +332.0% | 0.38% | -10.3% |
| Q4 2023 | $1,053,295 | -54.5% | 3,786 | -60.6% | 0.42% | -61.1% |
| Q3 2023 | $2,316,796 | +190.6% | 9,606 | +215.1% | 1.08% | +208.9% |
| Q2 2023 | $797,253 | +5.4% | 3,049 | 0.0% | 0.35% | +2.4% |
| Q1 2023 | $756,762 | -19.7% | 3,049 | -13.7% | 0.34% | -20.7% |
| Q4 2022 | $942,389 | +14.4% | 3,531 | -3.4% | 0.43% | +1.9% |
| Q3 2022 | $824,000 | -5.8% | 3,657 | 0.0% | 0.42% | +0.7% |
| Q2 2022 | $875,000 | -18.2% | 3,657 | -12.0% | 0.42% | -13.3% |
| Q1 2022 | $1,070,000 | -7.2% | 4,157 | 0.0% | 0.48% | -0.4% |
| Q4 2021 | $1,153,000 | +0.8% | 4,157 | 0.0% | 0.48% | -1.4% |
| Q3 2021 | $1,144,000 | – | 4,157 | – | 0.49% | – |
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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% |