ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,527,205 | +5.7% | 26,097 | +400.8% | 0.36% | +2.5% |
| Q1 2024 | $1,444,348 | 0.0% | 5,211 | 0.0% | 0.36% | +0.3% |
| Q4 2023 | $1,444,348 | +25.9% | 5,211 | +13.2% | 0.35% | +14.9% |
| Q3 2023 | $1,147,616 | +0.7% | 4,602 | +5.6% | 0.31% | +13.7% |
| Q2 2023 | $1,139,642 | +4.5% | 4,358 | 0.0% | 0.27% | +4.6% |
| Q1 2023 | $1,090,305 | +4.7% | 4,358 | +1.3% | 0.26% | +0.8% |
| Q4 2022 | $1,040,956 | +1.3% | 4,303 | -8.2% | 0.26% | -8.5% |
| Q3 2022 | $1,028,000 | -1.1% | 4,687 | +2.1% | 0.28% | +3.3% |
| Q2 2022 | $1,039,000 | -11.4% | 4,591 | +5.0% | 0.27% | +9.2% |
| Q1 2022 | $1,173,000 | +15.8% | 4,372 | +22.2% | 0.25% | +9.7% |
| Q4 2021 | $1,013,000 | +4.5% | 3,579 | -2.9% | 0.23% | +4.6% |
| Q3 2021 | $969,000 | -38.9% | 3,684 | -49.8% | 0.22% | -5.2% |
| Q2 2021 | $1,587,000 | +78.3% | 7,340 | +114.6% | 0.23% | +3.6% |
| Q1 2021 | $890,000 | -2.2% | 3,420 | -13.6% | 0.22% | -10.9% |
| Q4 2020 | $910,000 | -23.8% | 3,959 | +0.4% | 0.25% | -33.3% |
| Q3 2020 | $1,194,000 | +71.3% | 3,943 | +0.6% | 0.37% | +55.6% |
| Q2 2020 | $697,000 | +3.9% | 3,920 | +15.6% | 0.24% | -45.3% |
| Q1 2020 | $671,000 | +2.9% | 3,392 | +7.1% | 0.44% | +79.8% |
| Q4 2019 | $652,000 | +7.4% | 3,168 | +0.9% | 0.24% | -0.8% |
| Q3 2019 | $607,000 | +3.1% | 3,141 | +3.6% | 0.24% | +0.8% |
| Q2 2019 | $589,000 | +17.8% | 3,032 | +14.8% | 0.24% | +16.8% |
| Q1 2019 | $500,000 | +4.2% | 2,642 | -8.7% | 0.21% | -5.9% |
| Q4 2018 | $480,000 | – | 2,893 | – | 0.22% | – |
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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% |