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 | $206 | -7.2% | 827 | -2.4% | 0.03% | -3.0% |
| Q2 2023 | $222 | +5.2% | 847 | +0.2% | 0.03% | 0.0% |
| Q1 2023 | $211 | +3.4% | 845 | +0.5% | 0.03% | -2.9% |
| Q4 2022 | $204 | -99.9% | 841 | -9.5% | 0.03% | -10.5% |
| Q3 2022 | $204,000 | +0.5% | 929 | +3.5% | 0.04% | +5.6% |
| Q2 2022 | $203,000 | -15.4% | 898 | +0.3% | 0.04% | -16.3% |
| Q1 2022 | $240,000 | -5.1% | 895 | +0.2% | 0.04% | -10.4% |
| Q4 2021 | $253,000 | +8.6% | 893 | +0.7% | 0.05% | -2.0% |
| Q3 2021 | $233,000 | -2.1% | 887 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $238,000 | +3.5% | 887 | +0.6% | 0.05% | -5.6% |
| Q1 2021 | $230,000 | +13.3% | 882 | 0.0% | 0.05% | +8.0% |
| Q4 2020 | $203,000 | -26.2% | 882 | -53.9% | 0.05% | -41.9% |
| Q1 2020 | $275,000 | -14.9% | 1,913 | +21.9% | 0.09% | +6.2% |
| Q4 2019 | $323,000 | +7.0% | 1,569 | +0.3% | 0.08% | +3.8% |
| Q3 2019 | $302,000 | -0.7% | 1,565 | 0.0% | 0.08% | -3.7% |
| Q2 2019 | $304,000 | +7.0% | 1,565 | 0.0% | 0.08% | +17.4% |
| Q1 2019 | $284,000 | +8.8% | 1,565 | -0.6% | 0.07% | -5.5% |
| Q4 2018 | $261,000 | – | 1,574 | – | 0.07% | – |
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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% |