ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,814,461 | -3.2% | 55,380 | +1.4% | 6.45% | +0.9% |
| Q2 2023 | $14,274,056 | +6.7% | 54,589 | +2.1% | 6.39% | -0.6% |
| Q1 2023 | $13,375,086 | +3.6% | 53,466 | +0.2% | 6.43% | +0.3% |
| Q4 2022 | $12,908,551 | +6.1% | 53,365 | -3.8% | 6.41% | -8.9% |
| Q3 2022 | $12,169,000 | +0.1% | 55,500 | +3.4% | 7.04% | +0.3% |
| Q2 2022 | $12,158,000 | -13.9% | 53,659 | +2.3% | 7.02% | -11.4% |
| Q1 2022 | $14,122,000 | +5.5% | 52,440 | +10.9% | 7.92% | -1.8% |
| Q4 2021 | $13,384,000 | +11.9% | 47,269 | +3.7% | 8.07% | +6.2% |
| Q3 2021 | $11,956,000 | +3.8% | 45,569 | +6.3% | 7.60% | +2.0% |
| Q2 2021 | $11,520,000 | +8.8% | 42,870 | +5.3% | 7.46% | -3.3% |
| Q1 2021 | $10,592,000 | +23.5% | 40,696 | +8.7% | 7.71% | +7.0% |
| Q4 2020 | $8,575,000 | +41.5% | 37,426 | +14.4% | 7.20% | +16.9% |
| Q3 2020 | $6,060,000 | +47.9% | 32,702 | +43.5% | 6.16% | +24.5% |
| Q2 2020 | $4,096,000 | +62.3% | 22,790 | +29.9% | 4.95% | +26.0% |
| Q1 2020 | $2,524,000 | +118.0% | 17,546 | +211.9% | 3.93% | +185.1% |
| Q4 2019 | $1,158,000 | +22.8% | 5,625 | +15.2% | 1.38% | +12.7% |
| Q3 2019 | $943,000 | +100.6% | 4,882 | +101.9% | 1.22% | +88.4% |
| Q2 2019 | $470,000 | +2.4% | 2,418 | -0.2% | 0.65% | -1.2% |
| Q1 2019 | $459,000 | +56.1% | 2,423 | +36.7% | 0.66% | +33.3% |
| Q4 2018 | $294,000 | – | 1,773 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |