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 | $1,741,941 | -2.1% | 6,986 | +2.6% | 0.75% | -0.1% |
| Q2 2023 | $1,779,686 | +23.9% | 6,806 | +18.6% | 0.75% | +6.2% |
| Q1 2023 | $1,435,875 | +0.7% | 5,740 | -2.6% | 0.71% | -3.5% |
| Q4 2022 | $1,426,080 | +8.7% | 5,896 | -1.5% | 0.73% | -6.5% |
| Q3 2022 | $1,312,000 | -18.3% | 5,984 | -15.7% | 0.78% | -15.4% |
| Q2 2022 | $1,605,000 | -24.4% | 7,097 | -10.3% | 0.93% | -21.7% |
| Q1 2022 | $2,123,000 | -5.3% | 7,912 | -0.1% | 1.18% | -3.3% |
| Q4 2021 | $2,242,000 | +29.1% | 7,920 | +20.0% | 1.22% | +15.1% |
| Q3 2021 | $1,736,000 | -0.7% | 6,600 | +1.5% | 1.06% | -1.5% |
| Q2 2021 | $1,748,000 | +41.3% | 6,503 | +20.9% | 1.08% | +24.6% |
| Q4 2020 | $1,237,000 | +20.7% | 5,381 | -2.7% | 0.87% | +6.9% |
| Q3 2020 | $1,025,000 | +2.5% | 5,531 | -1.7% | 0.81% | -5.2% |
| Q2 2020 | $1,000,000 | +18.5% | 5,626 | -4.1% | 0.85% | -5.5% |
| Q1 2020 | $844,000 | -55.1% | 5,867 | -35.6% | 0.90% | -46.5% |
| Q4 2019 | $1,880,000 | – | 9,104 | – | 1.69% | – |
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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% |