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 | $489,702 | -4.2% | 1,955 | 0.0% | 0.08% | -5.7% |
| Q2 2023 | $511,191 | +11.3% | 1,955 | +6.5% | 0.09% | +8.6% |
| Q1 2023 | $459,285 | +3.7% | 1,836 | +0.3% | 0.08% | -4.7% |
| Q4 2022 | $442,820 | -0.0% | 1,831 | -9.4% | 0.08% | +2.4% |
| Q3 2022 | $443,000 | -11.9% | 2,020 | -9.1% | 0.08% | -9.8% |
| Q2 2022 | $503,000 | +13.5% | 2,222 | +34.5% | 0.09% | -51.8% |
| Q1 2022 | $443,000 | -5.1% | 1,652 | +0.2% | 0.19% | -5.0% |
| Q4 2021 | $467,000 | – | 1,648 | – | 0.20% | – |
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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% |