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 2023 | $1,684 | -5.2% | 6,753 | -0.6% | 0.17% | +3.0% |
Q2 2023 | $1,776 | +4.5% | 6,793 | 0.0% | 0.17% | -2.9% |
Q1 2023 | $1,699 | +3.4% | 6,793 | 0.0% | 0.17% | -1.7% |
Q4 2022 | $1,643 | -99.9% | 6,793 | 0.0% | 0.18% | +4.8% |
Q3 2022 | $1,489,000 | -4.9% | 6,793 | -1.8% | 0.17% | +4.3% |
Q2 2022 | $1,565,000 | +309.7% | 6,918 | +385.8% | 0.16% | +436.7% |
Q1 2022 | $382,000 | -5.2% | 1,424 | 0.0% | 0.03% | +3.4% |
Q4 2021 | $403,000 | +0.5% | 1,424 | -6.6% | 0.03% | -3.3% |
Q3 2021 | $401,000 | +15.2% | 1,524 | +17.8% | 0.03% | +25.0% |
Q2 2021 | $348,000 | +3.3% | 1,294 | 0.0% | 0.02% | -7.7% |
Q1 2021 | $337,000 | -22.5% | 1,294 | -31.7% | 0.03% | -25.7% |
Q4 2020 | $435,000 | +23.9% | 1,894 | 0.0% | 0.04% | +2.9% |
Q3 2020 | $351,000 | – | 1,894 | – | 0.03% | – |
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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% |