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 2023 | $5,901,589 | -3.4% | 23,668 | +1.3% | 0.44% | -0.2% |
| Q2 2023 | $6,111,661 | +8.1% | 23,373 | +3.4% | 0.44% | +8.5% |
| Q1 2023 | $5,653,590 | +7.1% | 22,600 | +3.6% | 0.40% | -1.0% |
| Q4 2022 | $5,276,934 | +4.4% | 21,815 | -5.4% | 0.41% | -3.8% |
| Q3 2022 | $5,055,000 | -4.7% | 23,054 | -1.7% | 0.42% | -0.2% |
| Q2 2022 | $5,305,000 | -18.8% | 23,449 | -3.7% | 0.42% | -3.4% |
| Q1 2022 | $6,533,000 | -6.1% | 24,345 | -0.9% | 0.44% | -3.3% |
| Q4 2021 | $6,956,000 | +6.1% | 24,572 | +0.7% | 0.45% | -12.2% |
| Q2 2021 | $6,556,000 | -8.5% | 24,396 | -11.4% | 0.52% | -25.2% |
| Q1 2021 | $7,163,000 | +3.3% | 27,520 | -8.7% | 0.69% | -4.2% |
| Q4 2020 | $6,931,000 | +122.5% | 30,156 | +79.4% | 0.72% | +201.3% |
| Q3 2020 | $3,115,000 | -49.7% | 16,809 | -51.7% | 0.24% | -74.3% |
| Q2 2020 | $6,194,000 | -17.0% | 34,832 | -3.9% | 0.93% | -1.1% |
| Q4 2019 | $7,462,000 | – | 36,256 | – | 0.94% | – |
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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% |