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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $412,000 | -1.7% | 1,454 | -8.8% | 0.05% | -13.3% |
| Q3 2021 | $419,000 | -53.8% | 1,594 | -52.7% | 0.06% | -54.2% |
| Q2 2021 | $906,000 | +3.2% | 3,373 | 0.0% | 0.13% | -3.7% |
| Q1 2021 | $878,000 | +13.3% | 3,373 | 0.0% | 0.14% | +6.2% |
| Q4 2020 | $775,000 | +20.2% | 3,373 | -3.2% | 0.13% | +9.4% |
| Q3 2020 | $645,000 | +2.5% | 3,483 | -1.5% | 0.12% | -4.1% |
| Q2 2020 | $629,000 | -4.6% | 3,536 | -22.9% | 0.12% | -21.8% |
| Q1 2020 | $659,000 | -30.1% | 4,585 | 0.0% | 0.16% | -11.9% |
| Q4 2019 | $943,000 | +4.2% | 4,585 | -2.2% | 0.18% | -1.7% |
| Q3 2019 | $905,000 | -0.5% | 4,686 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $910,000 | – | 4,686 | – | 0.18% | – |
Download | ||||||
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% |