ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,348,992 | -10.6% | 40,140 | -7.2% | 0.14% | -6.0% |
| Q1 2024 | $2,627,916 | +2.2% | 43,265 | +366.3% | 0.15% | -3.9% |
| Q4 2023 | $2,571,397 | +10.6% | 9,278 | -0.5% | 0.16% | +2.0% |
| Q3 2023 | $2,324,690 | -1.9% | 9,323 | +7.2% | 0.15% | +7.8% |
| Q2 2023 | $2,369,335 | +18.0% | 8,698 | +8.3% | 0.14% | +12.8% |
| Q1 2023 | $2,008,284 | +3.4% | 8,028 | 0.0% | 0.12% | +2.5% |
| Q4 2022 | $1,941,892 | +7.5% | 8,028 | -2.6% | 0.12% | -1.6% |
| Q3 2022 | $1,807,000 | -1.5% | 8,241 | +1.6% | 0.12% | +3.3% |
| Q2 2022 | $1,835,000 | -20.2% | 8,111 | -5.3% | 0.12% | -6.2% |
| Q1 2022 | $2,300,000 | +0.0% | 8,569 | +5.5% | 0.13% | +5.8% |
| Q4 2021 | $2,299,000 | – | 8,120 | – | 0.12% | – |
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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% |