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 | $115,200 | -11.7% | 462 | -7.4% | 0.06% | -9.9% |
Q2 2023 | $130,479 | -4.8% | 499 | -8.9% | 0.07% | -16.5% |
Q1 2023 | $137,088 | +102973.7% | 548 | 0.0% | 0.08% | +1.2% |
Q4 2022 | $133 | -99.9% | 548 | -2.7% | 0.08% | -2.3% |
Q3 2022 | $123,000 | -6.1% | 563 | -3.1% | 0.09% | +7.5% |
Q2 2022 | $131,000 | -18.6% | 581 | -3.2% | 0.08% | -16.7% |
Q1 2022 | $161,000 | -1.2% | 600 | +4.3% | 0.10% | +2.1% |
Q4 2021 | $163,000 | +7.9% | 575 | 0.0% | 0.09% | -3.1% |
Q3 2021 | $151,000 | -1.3% | 575 | +1.1% | 0.10% | -2.0% |
Q2 2021 | $153,000 | 0.0% | 569 | -3.1% | 0.10% | -6.6% |
Q1 2021 | $153,000 | +13.3% | 587 | 0.0% | 0.11% | +2.9% |
Q4 2020 | $135,000 | +87.5% | 587 | +51.3% | 0.10% | +53.7% |
Q3 2020 | $72,000 | +4.3% | 388 | 0.0% | 0.07% | -2.9% |
Q2 2020 | $69,000 | +6.2% | 388 | -13.8% | 0.07% | -6.8% |
Q1 2020 | $65,000 | -24.4% | 450 | +7.1% | 0.07% | +1.4% |
Q4 2019 | $86,000 | – | 420 | – | 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% |