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 | $12,701,221 | +3.9% | 51,610 | +10.4% | 9.48% | +3.8% |
| Q2 2023 | $12,223,406 | +6.9% | 46,747 | +2.3% | 9.13% | +0.5% |
| Q1 2023 | $11,431,562 | +6.9% | 45,697 | +3.3% | 9.08% | -1.0% |
| Q4 2022 | $10,695,650 | +12.1% | 44,217 | +1.6% | 9.17% | +2.3% |
| Q3 2022 | $9,539,000 | -1.4% | 43,506 | +1.8% | 8.97% | +1.6% |
| Q2 2022 | $9,673,000 | -9.8% | 42,756 | +7.0% | 8.83% | -0.2% |
| Q1 2022 | $10,719,000 | -1.5% | 39,945 | +3.9% | 8.85% | +2.3% |
| Q4 2021 | $10,885,000 | – | 38,452 | – | 8.65% | – |
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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% |