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 2022 | $428,000 | -64.4% | 1,950 | -54.1% | 0.01% | -41.7% |
| Q4 2021 | $1,203,000 | +11.6% | 4,250 | +2.6% | 0.01% | -7.7% |
| Q1 2021 | $1,078,000 | +26.1% | 4,141 | -10.3% | 0.01% | +8.3% |
| Q3 2020 | $855,000 | -6.1% | 4,616 | -27.1% | 0.01% | -33.3% |
| Q1 2020 | $911,000 | -24.1% | 6,334 | +8.6% | 0.02% | -10.0% |
| Q4 2019 | $1,201,000 | +6.6% | 5,834 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,127,000 | -0.5% | 5,834 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $1,133,000 | +2.5% | 5,834 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $1,105,000 | +14.0% | 5,834 | 0.0% | 0.02% | -8.3% |
| Q4 2018 | $969,000 | -21.7% | 5,834 | -5.0% | 0.02% | -7.7% |
| Q3 2018 | $1,237,000 | +8.9% | 6,144 | +5.3% | 0.03% | 0.0% |
| Q2 2018 | $1,136,000 | +3.8% | 5,834 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $1,094,000 | -1.2% | 5,834 | 0.0% | 0.02% | -10.7% |
| Q4 2017 | $1,107,000 | +6.0% | 5,834 | 0.0% | 0.03% | +3.7% |
| Q3 2017 | $1,044,000 | +2.9% | 5,834 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $1,015,000 | – | 5,834 | – | 0.03% | – |
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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% |