ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417 | -4.6% | 1,671 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $437 | +4.5% | 1,671 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $418 | +1.7% | 1,671 | -1.7% | 0.06% | -3.3% |
| Q4 2022 | $411 | -99.9% | 1,700 | 0.0% | 0.06% | +5.3% |
| Q3 2022 | $373,000 | -4.4% | 1,700 | -1.4% | 0.06% | 0.0% |
| Q2 2022 | $390,000 | -8.0% | 1,725 | +9.2% | 0.06% | +1.8% |
| Q1 2022 | $424,000 | -5.1% | 1,580 | 0.0% | 0.06% | -6.7% |
| Q4 2021 | $447,000 | +9.6% | 1,580 | +1.9% | 0.06% | -3.2% |
| Q3 2021 | $408,000 | -8.1% | 1,551 | -6.1% | 0.06% | -8.8% |
| Q2 2021 | $444,000 | -2.6% | 1,651 | -5.8% | 0.07% | -8.1% |
| Q1 2021 | $456,000 | +5.6% | 1,753 | -6.8% | 0.07% | +1.4% |
| Q4 2020 | $432,000 | +15.2% | 1,880 | -7.1% | 0.07% | 0.0% |
| Q3 2020 | $375,000 | -1.8% | 2,024 | -5.7% | 0.07% | -6.4% |
| Q2 2020 | $382,000 | +19.4% | 2,147 | -3.5% | 0.08% | -1.3% |
| Q1 2020 | $320,000 | -30.1% | 2,224 | 0.0% | 0.08% | -12.2% |
| Q4 2019 | $458,000 | +6.5% | 2,224 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $430,000 | -1.4% | 2,224 | -0.9% | 0.09% | -8.1% |
| Q2 2019 | $436,000 | +1.4% | 2,244 | -1.1% | 0.10% | 0.0% |
| Q1 2019 | $430,000 | +1.7% | 2,269 | -10.9% | 0.10% | -10.8% |
| Q4 2018 | $423,000 | -9.0% | 2,546 | +10.3% | 0.11% | +4.7% |
| Q3 2018 | $465,000 | -8.8% | 2,309 | -11.8% | 0.11% | -13.8% |
| Q2 2018 | $510,000 | +0.8% | 2,618 | -3.0% | 0.12% | +5.1% |
| Q1 2018 | $506,000 | -2.5% | 2,699 | -1.4% | 0.12% | 0.0% |
| Q4 2017 | $519,000 | +1.4% | 2,737 | -4.4% | 0.12% | -4.1% |
| Q3 2017 | $512,000 | +2.8% | 2,862 | 0.0% | 0.12% | -3.9% |
| Q2 2017 | $498,000 | +4.8% | 2,862 | +3.1% | 0.13% | +4.1% |
| Q1 2017 | $475,000 | -1.5% | 2,776 | -4.7% | 0.12% | -8.3% |
| Q4 2016 | $482,000 | – | 2,914 | – | 0.13% | – |
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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% |