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 | $7,588,718 | -4.2% | 30,434 | +0.4% | 2.70% | -3.3% |
| Q2 2023 | $7,923,629 | +73.0% | 30,303 | +65.5% | 2.79% | +56.9% |
| Q1 2023 | $4,581,431 | +813.2% | 18,314 | +783.0% | 1.78% | +759.4% |
| Q4 2022 | $501,680 | +846.6% | 2,074 | +764.2% | 0.21% | +885.7% |
| Q3 2022 | $53,000 | -1.9% | 240 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $54,000 | -15.6% | 240 | 0.0% | 0.02% | +15.8% |
| Q1 2022 | $64,000 | -37.3% | 240 | -33.3% | 0.02% | -32.1% |
| Q4 2021 | $102,000 | +7.4% | 360 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $95,000 | -2.1% | 360 | 0.0% | 0.03% | +7.4% |
| Q2 2021 | $97,000 | +3.2% | 360 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $94,000 | +13.3% | 360 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $83,000 | +25.8% | 360 | -5.5% | 0.03% | -7.1% |
| Q3 2020 | $66,000 | +3.1% | 381 | +5.8% | 0.03% | +7.7% |
| Q2 2020 | $64,000 | +25.5% | 360 | 0.0% | 0.03% | -21.2% |
| Q1 2020 | $51,000 | -99.3% | 360 | -99.0% | 0.03% | -98.9% |
| Q4 2019 | $7,435,000 | +571.0% | 36,125 | +467.2% | 3.00% | +504.6% |
| Q2 2017 | $1,108,000 | +2.8% | 6,369 | +1.1% | 0.50% | -8.1% |
| Q1 2017 | $1,078,000 | +2.3% | 6,297 | -1.2% | 0.54% | +3.1% |
| Q4 2016 | $1,054,000 | +92.3% | 6,373 | +80.0% | 0.52% | +84.5% |
| Q3 2016 | $548,000 | +3325.0% | 3,541 | +3304.8% | 0.28% | +3450.0% |
| Q2 2015 | $16,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $16,000 | – | 104 | – | 0.01% | – |
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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% |