ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310,978 | -5.2% | 5,314 | -1.6% | 0.12% | -7.3% |
| Q1 2024 | $327,918 | +10.9% | 5,399 | +406.0% | 0.12% | +3.3% |
| Q4 2023 | $295,631 | +11.4% | 1,067 | +0.3% | 0.12% | -0.8% |
| Q3 2023 | $265,429 | -6.5% | 1,064 | -1.9% | 0.12% | -3.2% |
| Q2 2023 | $283,832 | +5.1% | 1,085 | +0.6% | 0.12% | -3.1% |
| Q1 2023 | $269,948 | +3.8% | 1,079 | +0.4% | 0.13% | -3.0% |
| Q4 2022 | $259,941 | +11.0% | 1,075 | +0.7% | 0.13% | +1.5% |
| Q3 2022 | $234,192 | -3.0% | 1,068 | +0.1% | 0.13% | -3.7% |
| Q2 2022 | $241,486 | -15.7% | 1,067 | 0.0% | 0.14% | +1.5% |
| Q1 2022 | $286,335 | -7.5% | 1,067 | -2.5% | 0.13% | -8.2% |
| Q4 2021 | $309,608 | +7.6% | 1,094 | +0.1% | 0.15% | +0.7% |
| Q3 2021 | $287,621 | -5.4% | 1,093 | -3.4% | 0.14% | -2.0% |
| Q2 2021 | $303,914 | +26653.0% | 1,131 | -99.6% | 0.15% | +164.3% |
| Q1 2021 | $1,136 | -99.6% | 295,556 | +25940.2% | 0.06% | -62.2% |
| Q4 2020 | $260,889 | +27.1% | 1,135 | +2.4% | 0.15% | +9.6% |
| Q3 2020 | $205,268 | +4.3% | 1,108 | +0.1% | 0.14% | -4.3% |
| Q2 2020 | $196,848 | +43.0% | 1,107 | +15.7% | 0.14% | +27.0% |
| Q1 2020 | $137,644 | -38.5% | 957 | -12.0% | 0.11% | -27.5% |
| Q4 2019 | $223,757 | – | 1,087 | – | 0.15% | – |
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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% |