ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,509 | -7.0% | 1,723 | -2.4% | 0.15% | -5.1% |
| Q2 2023 | $461,647 | +0.3% | 1,766 | -4.0% | 0.16% | -13.8% |
| Q1 2023 | $460,173 | +6.0% | 1,840 | +2.4% | 0.18% | +8.4% |
| Q4 2022 | $434,317 | +8.2% | 1,796 | -2.0% | 0.17% | -15.2% |
| Q3 2022 | $401,578 | -1.8% | 1,832 | +1.3% | 0.20% | +5.3% |
| Q2 2022 | $408,914 | -16.2% | 1,808 | -0.6% | 0.19% | -7.9% |
| Q1 2022 | $487,980 | -6.2% | 1,819 | -1.1% | 0.20% | -4.7% |
| Q4 2021 | $520,447 | +9.5% | 1,839 | +1.7% | 0.21% | -2.3% |
| Q3 2021 | $475,503 | -3.0% | 1,808 | -0.9% | 0.22% | -5.6% |
| Q2 2021 | $490,033 | -3.4% | 1,824 | -6.5% | 0.23% | -19.8% |
| Q1 2021 | $507,419 | +13.9% | 1,950 | +0.6% | 0.29% | -4.0% |
| Q4 2020 | $445,529 | – | 1,939 | – | 0.30% | – |
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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% |