ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,418,798 | -7.0% | 14,844 | -3.5% | 0.05% | -2.1% |
| Q2 2023 | $4,751,357 | -6.5% | 15,377 | -11.5% | 0.05% | -11.3% |
| Q1 2023 | $5,082,256 | +10.5% | 17,380 | +9.1% | 0.05% | +6.0% |
| Q4 2022 | $4,597,416 | +16.0% | 15,937 | +10.2% | 0.05% | +11.1% |
| Q3 2022 | $3,964,779 | +2.1% | 14,461 | +0.1% | 0.04% | +2.3% |
| Q2 2022 | $3,881,738 | +0.6% | 14,445 | +19.3% | 0.04% | +15.8% |
| Q1 2022 | $3,858,773 | +1.6% | 12,107 | +9.0% | 0.04% | +2.7% |
| Q4 2021 | $3,799,635 | – | 11,111 | – | 0.04% | – |
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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% |