ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,703,662 | +0.2% | 80,377 | +4.0% | 2.42% | -2.0% |
| Q1 2024 | $4,695,081 | +17.1% | 77,298 | +434.2% | 2.47% | +6.4% |
| Q4 2023 | $4,010,083 | +10.6% | 14,469 | -0.5% | 2.32% | +1.9% |
| Q3 2023 | $3,625,549 | +4.6% | 14,540 | +4.9% | 2.28% | +1.0% |
| Q1 2023 | $3,467,218 | +1.4% | 13,860 | -1.9% | 2.25% | -0.3% |
| Q4 2022 | $3,417,664 | +11.1% | 14,129 | +0.7% | 2.26% | +1.7% |
| Q3 2022 | $3,076,000 | -3.8% | 14,029 | -0.8% | 2.22% | +3.6% |
| Q2 2022 | $3,198,000 | – | 14,137 | – | 2.14% | – |
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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% |