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 | $404 | +2.3% | 1,618 | +7.1% | 0.12% | +9.7% |
| Q2 2023 | $395 | +4.5% | 1,511 | 0.0% | 0.11% | +2.7% |
| Q1 2023 | $378 | +3.6% | 1,511 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $365 | -99.9% | 1,511 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $331,000 | -3.2% | 1,511 | 0.0% | 0.11% | +5.9% |
| Q2 2022 | $342,000 | +627.7% | 1,511 | +763.4% | 0.10% | +750.0% |
| Q1 2022 | $47,000 | -39.7% | 175 | -36.4% | 0.01% | -40.0% |
| Q4 2021 | $78,000 | +8.3% | 275 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $72,000 | -43.8% | 275 | -42.1% | 0.02% | -45.9% |
| Q2 2021 | $128,000 | +146.2% | 475 | +137.5% | 0.04% | +105.6% |
| Q1 2021 | $52,000 | +13.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $46,000 | +24.3% | 200 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $37,000 | +2.8% | 200 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $36,000 | +24.1% | 200 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $29,000 | -29.3% | 200 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $41,000 | +5.1% | 200 | 0.0% | 0.02% | -5.0% |
| Q3 2019 | $39,000 | -32.8% | 200 | -33.3% | 0.02% | -37.5% |
| Q2 2019 | $58,000 | -31.8% | 300 | -33.3% | 0.03% | -34.7% |
| Q1 2019 | $85,000 | +13.3% | 450 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $75,000 | – | 450 | – | 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% |