ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,335 | +11.4% | 5,353 | +16.8% | 0.13% | -16.6% |
| Q2 2023 | $1,198 | +4.7% | 4,582 | +0.1% | 0.16% | -7.1% |
| Q1 2023 | $1,144 | +4.4% | 4,576 | +0.9% | 0.17% | -5.6% |
| Q4 2022 | $1,096 | -99.9% | 4,533 | +1.3% | 0.18% | -4.3% |
| Q3 2022 | $981,000 | -5.2% | 4,477 | -2.1% | 0.19% | -2.1% |
| Q2 2022 | $1,035,000 | -15.7% | 4,575 | -0.0% | 0.19% | -5.0% |
| Q1 2022 | $1,228,000 | -5.2% | 4,576 | +0.0% | 0.20% | -25.8% |
| Q4 2021 | $1,295,000 | +15.1% | 4,575 | +6.9% | 0.27% | -1.1% |
| Q3 2021 | $1,125,000 | -1.7% | 4,278 | +0.4% | 0.27% | -4.5% |
| Q2 2021 | $1,145,000 | +9.2% | 4,262 | +5.7% | 0.29% | -1.7% |
| Q1 2021 | $1,049,000 | +20.7% | 4,033 | +6.7% | 0.29% | +8.6% |
| Q4 2020 | $869,000 | +24.1% | 3,781 | +0.1% | 0.27% | +2.3% |
| Q3 2020 | $700,000 | +8.0% | 3,777 | +3.7% | 0.26% | -2.6% |
| Q2 2020 | $648,000 | +45.3% | 3,641 | +17.3% | 0.27% | +69.8% |
| Q1 2020 | $446,000 | -32.2% | 3,103 | -3.0% | 0.16% | -27.4% |
| Q4 2019 | $658,000 | +21.6% | 3,198 | +14.3% | 0.22% | +6.8% |
| Q3 2019 | $541,000 | +13.9% | 2,797 | +11.5% | 0.20% | +4.6% |
| Q1 2019 | $475,000 | – | 2,508 | – | 0.20% | – |
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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% |