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 | $1,787,252 | -9.4% | 7,168 | -5.0% | 1.59% | -8.1% |
| Q2 2023 | $1,973,634 | +1.7% | 7,548 | -2.7% | 1.72% | -2.7% |
| Q1 2023 | $1,941,100 | +0.9% | 7,759 | -2.4% | 1.77% | -7.3% |
| Q4 2022 | $1,923,111 | +8.2% | 7,950 | -1.9% | 1.91% | +0.8% |
| Q3 2022 | $1,778,000 | -1.3% | 8,107 | +1.8% | 1.90% | +4.3% |
| Q2 2022 | $1,802,000 | -15.2% | 7,966 | +0.6% | 1.82% | +11.3% |
| Q1 2022 | $2,124,000 | -1.9% | 7,915 | +3.5% | 1.63% | +6.6% |
| Q4 2021 | $2,165,000 | – | 7,649 | – | 1.53% | – |
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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% |