ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,290,287 | -4.6% | 56,225 | -1.0% | 1.70% | -5.4% |
| Q1 2024 | $3,449,121 | +9.6% | 56,785 | +400.0% | 1.79% | +3.3% |
| Q4 2023 | $3,147,593 | +10.2% | 11,357 | -0.9% | 1.74% | +17.8% |
| Q3 2023 | $2,856,803 | -4.6% | 11,457 | 0.0% | 1.47% | -2.3% |
| Q2 2023 | $2,995,776 | +4.5% | 11,457 | 0.0% | 1.51% | +2.2% |
| Q1 2023 | $2,866,083 | +3.4% | 11,457 | 0.0% | 1.48% | -19.7% |
| Q4 2022 | $2,771,334 | – | 11,457 | – | 1.84% | – |
Download | ||||||
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% |