ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,547,653 | +33.0% | 26,447 | +38.0% | 1.18% | +30.1% |
| Q1 2024 | $1,163,892 | +27.4% | 19,162 | +481.4% | 0.91% | +2.5% |
| Q4 2023 | $913,566 | +26.2% | 3,296 | +13.6% | 0.88% | +12.3% |
| Q3 2023 | $723,651 | -6.9% | 2,902 | -0.2% | 0.79% | -2.6% |
| Q2 2023 | $777,576 | +16.0% | 2,907 | +5.2% | 0.81% | +5.5% |
| Q1 2023 | $670,234 | +200.2% | 2,763 | +199.3% | 0.77% | +185.8% |
| Q4 2022 | $223,299 | – | 923 | – | 0.27% | – |
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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% |