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 | $774,232 | -5.5% | 3,105 | -0.9% | 0.12% | -8.3% |
| Q2 2023 | $819,217 | +1.8% | 3,133 | -2.6% | 0.13% | -6.3% |
| Q1 2023 | $804,765 | +6.0% | 3,217 | +2.5% | 0.14% | -2.1% |
| Q4 2022 | $759,293 | +8.6% | 3,139 | -1.6% | 0.14% | -7.1% |
| Q3 2022 | $699,000 | -1.0% | 3,190 | +2.2% | 0.16% | -1.3% |
| Q2 2022 | $706,000 | -8.9% | 3,121 | +5.3% | 0.16% | -7.6% |
| Q1 2022 | $775,000 | -4.9% | 2,964 | +3.0% | 0.17% | -6.0% |
| Q4 2021 | $815,000 | – | 2,879 | – | 0.18% | – |
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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% |