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 | $5,180,378 | -8.3% | 20,776 | -3.9% | 0.16% | -7.0% |
Q2 2023 | $5,651,746 | -4.0% | 21,614 | -8.2% | 0.17% | -9.9% |
Q1 2023 | $5,888,618 | -9.9% | 23,539 | -12.9% | 0.19% | -14.7% |
Q4 2022 | $6,535,093 | +829.6% | 27,017 | +742.4% | 0.22% | +578.8% |
Q3 2022 | $703,000 | +62.4% | 3,207 | +67.4% | 0.03% | +65.0% |
Q2 2022 | $433,000 | -2.5% | 1,916 | +15.7% | 0.02% | +5.3% |
Q1 2022 | $444,000 | +8.0% | 1,656 | +14.1% | 0.02% | +18.8% |
Q4 2021 | $411,000 | +10.2% | 1,451 | +2.3% | 0.02% | -11.1% |
Q3 2021 | $373,000 | 0.0% | 1,419 | +2.3% | 0.02% | -10.0% |
Q2 2021 | $373,000 | -7.2% | 1,387 | -10.3% | 0.02% | -13.0% |
Q1 2021 | $402,000 | +1.8% | 1,546 | -10.0% | 0.02% | -4.2% |
Q4 2020 | $395,000 | +8.2% | 1,717 | -12.7% | 0.02% | -4.0% |
Q3 2020 | $365,000 | – | 1,967 | – | 0.02% | – |
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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% |