ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,127,269 | -4.0% | 36,604 | +0.7% | 0.32% | +0.6% |
| Q2 2023 | $9,504,073 | +9.6% | 36,347 | +4.8% | 0.32% | +5.7% |
| Q1 2023 | $8,675,135 | +0.9% | 34,678 | -2.4% | 0.30% | -3.5% |
| Q4 2022 | $8,594,738 | -11.7% | 35,532 | -20.0% | 0.31% | -14.8% |
| Q3 2022 | $9,733,000 | +9.6% | 44,393 | +23.1% | 0.36% | +10.6% |
| Q2 2022 | $8,879,000 | -9.5% | 36,070 | -1.3% | 0.33% | +5.8% |
| Q1 2022 | $9,806,000 | -7.0% | 36,544 | -1.9% | 0.31% | -0.6% |
| Q4 2021 | $10,547,000 | +8.2% | 37,258 | +0.6% | 0.31% | +0.6% |
| Q3 2021 | $9,746,000 | +2.5% | 37,047 | +4.7% | 0.31% | +3.0% |
| Q2 2021 | $9,508,000 | +1.9% | 35,382 | -1.3% | 0.30% | -3.5% |
| Q1 2021 | $9,327,000 | +14.4% | 35,833 | +1.0% | 0.31% | +8.3% |
| Q4 2020 | $8,155,000 | +27.5% | 35,482 | +2.8% | 0.29% | +10.3% |
| Q3 2020 | $6,395,000 | -0.5% | 34,510 | -4.5% | 0.26% | -7.4% |
| Q2 2020 | $6,425,000 | +2409.8% | 36,131 | +2643.4% | 0.28% | +1793.3% |
| Q2 2019 | $256,000 | +27.4% | 1,317 | +32.1% | 0.02% | +25.0% |
| Q3 2018 | $201,000 | – | 997 | – | 0.01% | – |
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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% |