ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $797,487 | -5.1% | 3,198 | -0.5% | 0.45% | -16.8% |
Q2 2023 | $840,466 | +3.2% | 3,214 | -1.3% | 0.54% | +0.2% |
Q1 2023 | $814,558 | +4.0% | 3,256 | +0.6% | 0.54% | +0.8% |
Q4 2022 | $783,000 | +10.7% | 3,237 | +0.4% | 0.53% | -7.3% |
Q3 2022 | $707,000 | -2.3% | 3,225 | +0.7% | 0.57% | -5.9% |
Q2 2022 | $724,000 | -2.3% | 3,201 | +15.9% | 0.61% | +12.6% |
Q1 2022 | $741,000 | -0.5% | 2,761 | +4.9% | 0.54% | -1.3% |
Q4 2021 | $745,000 | – | 2,631 | – | 0.55% | – |
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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% |