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 | $4,934,749 | -2.7% | 84,326 | +1.0% | 3.00% | -2.5% |
Q1 2024 | $5,072,631 | +14.1% | 83,514 | +420.6% | 3.08% | +4.6% |
Q4 2023 | $4,446,272 | +15.8% | 16,043 | +4.1% | 2.94% | +14.1% |
Q3 2023 | $3,841,192 | -4.6% | 15,405 | +0.0% | 2.58% | -2.7% |
Q2 2023 | $4,026,483 | +1.7% | 15,399 | -2.7% | 2.65% | -0.5% |
Q1 2023 | $3,958,860 | +10.7% | 15,825 | +7.0% | 2.66% | +0.7% |
Q4 2022 | $3,576,144 | – | 14,784 | – | 2.64% | – |
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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% |