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 | $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. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |