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 | $397,713 | -4.6% | 1,595 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $417,061 | +4.5% | 1,595 | 0.0% | 0.10% | -5.9% |
| Q1 2023 | $399,005 | +6.6% | 1,595 | +3.1% | 0.10% | -17.2% |
| Q4 2022 | $374,204 | -32.1% | 1,547 | -38.5% | 0.12% | -34.4% |
| Q3 2022 | $551,000 | -3.8% | 2,515 | -0.8% | 0.19% | 0.0% |
| Q2 2022 | $573,000 | -15.7% | 2,535 | 0.0% | 0.19% | -7.0% |
| Q1 2022 | $680,000 | -5.6% | 2,535 | -0.4% | 0.20% | -3.8% |
| Q4 2021 | $720,000 | +7.5% | 2,545 | 0.0% | 0.21% | -5.0% |
| Q3 2021 | $670,000 | +0.3% | 2,545 | +2.4% | 0.22% | -1.8% |
| Q2 2021 | $668,000 | +10.6% | 2,486 | +7.1% | 0.22% | -7.1% |
| Q1 2021 | $604,000 | – | 2,321 | – | 0.24% | – |
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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% |