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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,141,000 | +25.2% | 26,721 | +0.9% | 0.54% | +10.1% |
| Q3 2020 | $4,906,000 | +6.6% | 26,475 | +2.3% | 0.49% | -1.2% |
| Q2 2020 | $4,604,000 | +90.2% | 25,891 | +53.9% | 0.49% | +77.0% |
| Q1 2020 | $2,420,000 | -33.6% | 16,818 | -5.0% | 0.28% | -16.8% |
| Q4 2019 | $3,644,000 | +12.4% | 17,705 | +5.5% | 0.33% | +5.0% |
| Q3 2019 | $3,243,000 | +4.0% | 16,785 | +4.6% | 0.32% | +3.6% |
| Q2 2019 | $3,117,000 | +4.0% | 16,047 | +1.5% | 0.31% | +5.9% |
| Q1 2019 | $2,996,000 | +35.5% | 15,817 | +18.8% | 0.29% | +16.5% |
| Q4 2018 | $2,211,000 | -6.3% | 13,317 | +13.6% | 0.25% | +3.8% |
| Q3 2018 | $2,360,000 | -4.4% | 11,724 | -7.5% | 0.24% | -10.1% |
| Q2 2018 | $2,468,000 | +20.0% | 12,668 | +10.2% | 0.27% | +5.1% |
| Q1 2018 | $2,057,000 | -14.3% | 11,497 | -9.0% | 0.25% | -9.6% |
| Q4 2017 | $2,399,000 | +16.6% | 12,640 | +9.9% | 0.28% | +10.6% |
| Q3 2017 | $2,057,000 | +2.5% | 11,497 | -0.3% | 0.25% | -2.3% |
| Q2 2017 | $2,006,000 | +6.6% | 11,533 | +4.9% | 0.26% | +2.0% |
| Q1 2017 | $1,882,000 | +18.9% | 10,991 | +14.8% | 0.26% | +8.1% |
| Q4 2016 | $1,583,000 | +20.8% | 9,572 | +13.1% | 0.24% | +15.7% |
| Q3 2016 | $1,310,000 | +3.7% | 8,466 | +0.1% | 0.20% | 0.0% |
| Q2 2016 | $1,263,000 | +4.4% | 8,455 | +0.8% | 0.20% | +2.0% |
| Q1 2016 | $1,210,000 | +15.0% | 8,392 | +11.1% | 0.20% | +9.9% |
| Q4 2015 | $1,052,000 | +20.0% | 7,553 | +17.6% | 0.18% | +11.0% |
| Q3 2015 | $877,000 | +12.7% | 6,423 | +23.8% | 0.16% | +14.7% |
| Q2 2015 | $778,000 | +19.3% | 5,189 | +20.9% | 0.14% | +20.2% |
| Q1 2015 | $652,000 | +9.2% | 4,291 | +4.1% | 0.12% | -45.2% |
| Q4 2014 | $597,000 | – | 4,121 | – | 0.22% | – |
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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% |