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 | $466,035 | +0.8% | 1,869 | +5.7% | 0.38% | +4.4% |
| Q2 2023 | $462,297 | +1.3% | 1,768 | -3.1% | 0.36% | -4.9% |
| Q1 2023 | $456,292 | +1.5% | 1,824 | -1.8% | 0.38% | -5.2% |
| Q4 2022 | $449,432 | -1.4% | 1,858 | -10.6% | 0.40% | -7.1% |
| Q3 2022 | $456,000 | -12.5% | 2,079 | -9.8% | 0.44% | -15.2% |
| Q2 2022 | $521,000 | -17.7% | 2,305 | -2.2% | 0.51% | +3.8% |
| Q1 2022 | $633,000 | -13.0% | 2,358 | -8.3% | 0.50% | -16.9% |
| Q4 2021 | $728,000 | – | 2,571 | – | 0.60% | – |
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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% |