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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $683,509 | +3694.7% | 2,614 | +3530.6% | 0.03% | +3300.0% |
| Q1 2023 | $18,012 | -80.1% | 72 | -80.8% | 0.00% | -75.0% |
| Q4 2022 | $90,709 | +93.0% | 375 | +76.1% | 0.00% | +33.3% |
| Q3 2022 | $47,000 | -23.0% | 213 | -20.8% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | -28.2% | 269 | -14.6% | 0.00% | 0.0% |
| Q1 2022 | $85,000 | +57.4% | 315 | +65.8% | 0.00% | +50.0% |
| Q4 2021 | $54,000 | -1.8% | 190 | -9.1% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | -99.8% | 209 | -99.8% | 0.00% | -99.7% |
| Q2 2021 | $30,817,000 | -10.6% | 114,675 | -13.4% | 0.73% | -12.5% |
| Q1 2021 | $34,484,000 | +2.0% | 132,488 | -10.0% | 0.83% | +15.6% |
| Q4 2020 | $33,816,000 | +124.6% | 147,136 | +81.1% | 0.72% | +117.2% |
| Q3 2020 | $15,056,000 | +51.4% | 81,246 | +45.3% | 0.33% | +51.8% |
| Q2 2020 | $9,944,000 | +92.0% | 55,922 | +55.3% | 0.22% | +77.2% |
| Q1 2020 | $5,179,000 | +23.1% | 36,003 | +76.2% | 0.12% | +30.9% |
| Q4 2019 | $4,206,000 | -63.3% | 20,436 | -65.5% | 0.09% | -64.3% |
| Q3 2019 | $11,448,000 | +67.4% | 59,247 | +68.3% | 0.26% | +68.6% |
| Q2 2019 | $6,840,000 | +40.6% | 35,208 | +37.1% | 0.16% | +40.5% |
| Q1 2019 | $4,864,000 | +151.0% | 25,681 | +120.1% | 0.11% | +136.2% |
| Q4 2018 | $1,938,000 | -87.1% | 11,669 | -84.4% | 0.05% | -85.8% |
| Q3 2018 | $15,079,000 | +7632.8% | 74,913 | +7391.3% | 0.33% | +6540.0% |
| Q2 2018 | $195,000 | -70.6% | 1,000 | -71.4% | 0.01% | -66.7% |
| Q4 2017 | $664,000 | – | 3,500 | – | 0.02% | – |
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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% |