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 | $293,734 | -4.6% | 1,178 | 0.0% | 0.14% | +5.5% |
| Q2 2023 | $308,023 | +4.5% | 1,178 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $294,688 | +3.4% | 1,178 | 0.0% | 0.13% | -0.8% |
| Q4 2022 | $284,946 | +10.4% | 1,178 | 0.0% | 0.13% | +12.4% |
| Q3 2022 | $258,000 | -3.0% | 1,178 | 0.0% | 0.11% | +9.7% |
| Q2 2022 | $266,000 | -15.8% | 1,178 | 0.0% | 0.10% | +5.1% |
| Q1 2022 | $316,000 | -1.6% | 1,178 | +3.8% | 0.10% | +6.5% |
| Q4 2021 | $321,000 | +7.4% | 1,135 | 0.0% | 0.09% | -3.2% |
| Q3 2021 | $299,000 | -2.0% | 1,135 | 0.0% | 0.10% | +1.1% |
| Q2 2021 | $305,000 | +3.4% | 1,135 | 0.0% | 0.09% | -6.0% |
| Q1 2021 | $295,000 | +13.0% | 1,135 | 0.0% | 0.10% | +7.5% |
| Q4 2020 | $261,000 | +24.3% | 1,135 | 0.0% | 0.09% | +9.4% |
| Q3 2020 | $210,000 | +4.0% | 1,135 | 0.0% | 0.08% | -5.6% |
| Q2 2020 | $202,000 | -12.9% | 1,135 | 0.0% | 0.09% | -13.5% |
| Q4 2019 | $232,000 | +5.9% | 1,135 | 0.0% | 0.10% | -1.9% |
| Q3 2019 | $219,000 | -0.5% | 1,135 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $220,000 | +2.3% | 1,135 | 0.0% | 0.11% | -0.9% |
| Q1 2019 | $215,000 | +14.4% | 1,135 | 0.0% | 0.11% | -1.8% |
| Q4 2018 | $188,000 | – | 1,135 | – | 0.11% | – |
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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% |