ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $572,566 | -4.2% | 9,784 | -0.6% | 0.07% | -8.2% |
| Q1 2024 | $597,660 | +9.8% | 9,840 | +401.0% | 0.07% | -12.0% |
| Q4 2023 | $544,431 | +11.2% | 1,964 | +0.5% | 0.08% | 0.0% |
| 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. | 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% |