ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $38,707,512 | +1.8% | 661,441 | +5.7% | 0.43% | -0.5% |
Q1 2024 | $38,024,109 | +14.9% | 626,015 | +424.1% | 0.43% | +3.6% |
Q4 2023 | $33,104,397 | +3.4% | 119,446 | -6.8% | 0.41% | -7.6% |
Q3 2023 | $32,008,208 | +9.7% | 128,122 | +14.8% | 0.45% | +12.6% |
Q2 2023 | $29,183,170 | +2.6% | 111,608 | -1.8% | 0.40% | -5.5% |
Q1 2023 | $28,432,240 | -1.3% | 113,656 | -4.5% | 0.42% | -8.9% |
Q4 2022 | $28,798,119 | +17.3% | 119,054 | +6.3% | 0.46% | +9.0% |
Q3 2022 | $24,545,080 | +13.0% | 111,946 | +16.6% | 0.42% | +4.2% |
Q2 2022 | $21,715,000 | -21.5% | 95,988 | -6.8% | 0.41% | -11.5% |
Q1 2022 | $27,647,000 | – | 103,029 | – | 0.46% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |