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 | $204,108 | -99.1% | 957 | -99.0% | 0.07% | -99.1% |
| Q2 2023 | $24,005,980 | +4.1% | 91,808 | -0.4% | 7.94% | +0.3% |
| Q1 2023 | $23,052,631 | +3.3% | 92,151 | -0.1% | 7.91% | -7.4% |
| Q4 2022 | $22,311,326 | +12.7% | 92,237 | +2.2% | 8.55% | +4.2% |
| Q3 2022 | $19,797,000 | -3.9% | 90,290 | -0.8% | 8.20% | +2.4% |
| Q2 2022 | $20,598,000 | -13.0% | 91,050 | +3.1% | 8.01% | 0.0% |
| Q1 2022 | $23,688,000 | -3.3% | 88,277 | +2.0% | 8.01% | +5.8% |
| Q4 2021 | $24,494,000 | +10.5% | 86,529 | +2.7% | 7.57% | -1.5% |
| Q3 2021 | $22,168,000 | +2.1% | 84,267 | +3.5% | 7.68% | +1.7% |
| Q2 2021 | $21,711,000 | +9.6% | 81,440 | +7.0% | 7.55% | -3.5% |
| Q1 2021 | $19,812,000 | +5.4% | 76,119 | -4.4% | 7.83% | +0.2% |
| Q4 2020 | $18,792,000 | +86.7% | 79,610 | +46.5% | 7.81% | +55.9% |
| Q3 2020 | $10,066,000 | – | 54,324 | – | 5.01% | – |
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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% |