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 | $353,347 | +30.4% | 1,417 | +36.6% | 0.04% | +23.3% |
Q2 2023 | $271,058 | +2.4% | 1,037 | -2.0% | 0.03% | +7.1% |
Q1 2023 | $264,660 | -18.7% | 1,058 | -21.4% | 0.03% | -24.3% |
Q4 2022 | $325,575 | +35.1% | 1,346 | +22.7% | 0.04% | +32.1% |
Q3 2022 | $241,000 | -9.7% | 1,097 | -7.0% | 0.03% | 0.0% |
Q2 2022 | $267,000 | -77.7% | 1,179 | -73.6% | 0.03% | -74.1% |
Q1 2022 | $1,199,000 | +337.6% | 4,469 | +361.2% | 0.11% | +414.3% |
Q4 2021 | $274,000 | +8.3% | 969 | +0.8% | 0.02% | 0.0% |
Q3 2021 | $253,000 | -9.0% | 961 | -7.0% | 0.02% | -8.7% |
Q2 2021 | $278,000 | -6.4% | 1,033 | -9.4% | 0.02% | -14.8% |
Q1 2021 | $297,000 | +31.4% | 1,140 | +15.9% | 0.03% | +22.7% |
Q4 2020 | $226,000 | -3.4% | 984 | -22.2% | 0.02% | -15.4% |
Q3 2020 | $234,000 | -67.8% | 1,265 | -96.4% | 0.03% | -31.6% |
Q4 2019 | $726,000 | +71.6% | 34,803 | +1490.6% | 0.04% | -34.5% |
Q3 2019 | $423,000 | +110.4% | 2,188 | +107.2% | 0.06% | +9.4% |
Q1 2019 | $201,000 | – | 1,056 | – | 0.05% | – |
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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% |