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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $542 | -63.9% | 2 | -66.7% | 0.00% | – |
| Q1 2023 | $1,500 | -98.0% | 6 | -98.1% | 0.00% | -100.0% |
| Q4 2022 | $74,502 | +86.3% | 308 | +67.4% | 0.00% | +100.0% |
| Q3 2022 | $40,000 | +66.7% | 184 | +70.4% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -57.1% | 108 | -48.6% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -63.4% | 210 | -61.2% | 0.00% | -75.0% |
| Q4 2021 | $153,000 | +15200.0% | 541 | +17933.3% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 3 | -70.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 10 | – | 0.00% | – |
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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% |