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 | $5,345,363 | -9.0% | 21,945 | -0.3% | 4.74% | +7.1% |
| Q2 2023 | $5,873,729 | +11.5% | 22,013 | +4.6% | 4.42% | -9.0% |
| Q1 2023 | $5,266,368 | +12.0% | 21,052 | -1.8% | 4.86% | +9.8% |
| Q3 2022 | $4,701,000 | -6.9% | 21,442 | -3.9% | 4.43% | +1.0% |
| Q2 2022 | $5,049,000 | -17.9% | 22,319 | -2.6% | 4.38% | +1.5% |
| Q1 2022 | $6,147,000 | -45.5% | 22,909 | -42.6% | 4.32% | -45.5% |
| Q4 2021 | $11,288,000 | – | 39,877 | – | 7.93% | – |
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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% |