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 2022 | $1,061,000 | -0.7% | 4,841 | +2.5% | 0.09% | +4.8% |
| Q2 2022 | $1,068,000 | -17.1% | 4,721 | -1.7% | 0.08% | +3.7% |
| Q1 2022 | $1,289,000 | -7.8% | 4,805 | -2.7% | 0.08% | +6.6% |
| Q4 2021 | $1,398,000 | +8.3% | 4,940 | +0.6% | 0.08% | -1.3% |
| Q3 2021 | $1,291,000 | +0.5% | 4,909 | +2.6% | 0.08% | -1.3% |
| Q2 2021 | $1,285,000 | +13.7% | 4,783 | +10.1% | 0.08% | +4.0% |
| Q1 2021 | $1,130,000 | +51.1% | 4,343 | +33.5% | 0.08% | +41.5% |
| Q4 2020 | $748,000 | +12.3% | 3,253 | -9.5% | 0.05% | -3.6% |
| Q3 2020 | $666,000 | -10.4% | 3,593 | -14.0% | 0.06% | -20.3% |
| Q2 2020 | $743,000 | +47.1% | 4,179 | +19.0% | 0.07% | +15.0% |
| Q1 2020 | $505,000 | -10.3% | 3,513 | +28.5% | 0.06% | 0.0% |
| Q4 2019 | $563,000 | +8.7% | 2,733 | +1.9% | 0.06% | +1.7% |
| Q3 2019 | $518,000 | – | 2,683 | – | 0.06% | – |
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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% |