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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,442 | +2.6% | 2,552 | +7.6% | 0.09% | +2.4% |
| Q2 2023 | $620,336 | +6.5% | 2,372 | +1.9% | 0.08% | -1.2% |
| Q1 2023 | $582,328 | +13.2% | 2,328 | +9.4% | 0.08% | +4.9% |
| Q4 2022 | $514,634 | -26.2% | 2,128 | -33.1% | 0.08% | -30.2% |
| Q3 2022 | $697,000 | +2.8% | 3,181 | +6.2% | 0.12% | +9.4% |
| Q2 2022 | $678,000 | -6.7% | 2,995 | +10.5% | 0.11% | +19.1% |
| Q1 2022 | $727,000 | -5.3% | 2,710 | -0.1% | 0.09% | -2.2% |
| Q4 2021 | $768,000 | +5.9% | 2,712 | -1.5% | 0.09% | -9.0% |
| Q3 2021 | $725,000 | -1.2% | 2,754 | +0.9% | 0.10% | -1.0% |
| Q2 2021 | $734,000 | +58.2% | 2,730 | +53.2% | 0.10% | +38.4% |
| Q1 2021 | $464,000 | +4540.0% | 1,782 | +2409.9% | 0.07% | +942.9% |
| Q2 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,000 | – | 71 | – | 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% |