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 | $420,204 | -4.6% | 1,685 | 0.0% | 0.28% | -0.7% |
| Q2 2023 | $440,645 | -71.5% | 1,685 | -72.7% | 0.28% | -72.3% |
| Q1 2023 | $1,545,322 | +2.1% | 6,177 | -1.3% | 1.01% | -1.9% |
| Q4 2022 | $1,513,556 | +20.3% | 6,257 | +9.1% | 1.03% | +6.1% |
| Q3 2022 | $1,258,000 | -3.4% | 5,737 | -0.3% | 0.97% | +2.7% |
| Q2 2022 | $1,302,000 | -19.8% | 5,754 | -4.9% | 0.95% | -8.9% |
| Q1 2022 | $1,624,000 | -6.5% | 6,052 | -1.3% | 1.04% | -9.3% |
| Q4 2021 | $1,736,000 | +14.6% | 6,133 | +6.5% | 1.14% | +4.9% |
| Q3 2021 | $1,515,000 | +5.7% | 5,757 | +8.0% | 1.09% | +3.1% |
| Q2 2021 | $1,433,000 | +10.7% | 5,332 | +7.3% | 1.06% | -10.1% |
| Q1 2021 | $1,294,000 | – | 4,970 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |