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 | $10,022 | +98.8% | 40,195 | +108.5% | 0.10% | +112.8% |
| Q2 2023 | $5,041 | +129.8% | 19,279 | +119.8% | 0.05% | +74.1% |
| Q1 2023 | $2,194 | -75.0% | 8,773 | -75.8% | 0.03% | -78.2% |
| Q4 2022 | $8,785 | -99.9% | 36,319 | -43.7% | 0.12% | -19.0% |
| Q3 2022 | $14,145,000 | -41.2% | 64,515 | -39.3% | 0.15% | -42.0% |
| Q2 2022 | $24,062,000 | -47.9% | 106,362 | -39.4% | 0.26% | -6.0% |
| Q3 2021 | $46,156,000 | +29.4% | 175,452 | +28.0% | 0.28% | -22.2% |
| Q1 2021 | $35,665,000 | +1031.5% | 137,029 | +705.6% | 0.36% | +292.4% |
| Q3 2020 | $3,152,000 | -63.1% | 17,010 | -64.6% | 0.09% | -64.2% |
| Q2 2020 | $8,539,000 | +642.5% | 48,024 | +759.4% | 0.26% | +424.5% |
| Q4 2019 | $1,150,000 | +70.1% | 5,588 | +59.7% | 0.05% | +53.1% |
| Q3 2019 | $676,000 | -31.8% | 3,500 | -31.4% | 0.03% | -49.2% |
| Q2 2019 | $991,000 | – | 5,104 | – | 0.06% | – |
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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% |