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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $927 | +6.3% | 3,704 | +2.7% | 0.02% | -5.9% |
Q4 2022 | $872 | -99.9% | 3,607 | -1.6% | 0.02% | -10.5% |
Q3 2022 | $804,000 | -10.5% | 3,667 | -7.6% | 0.02% | -5.0% |
Q2 2022 | $898,000 | -16.3% | 3,970 | -0.7% | 0.02% | 0.0% |
Q1 2022 | $1,073,000 | +28.0% | 3,997 | +9.7% | 0.02% | 0.0% |
Q4 2021 | $838,000 | -13.2% | 3,645 | -0.6% | 0.02% | +5.3% |
Q3 2021 | $965,000 | -2.1% | 3,668 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $986,000 | +3.0% | 3,668 | -0.2% | 0.02% | -13.6% |
Q1 2021 | $957,000 | +14.2% | 3,676 | +0.9% | 0.02% | +10.0% |
Q4 2020 | $838,000 | +25.4% | 3,645 | +1.1% | 0.02% | +5.3% |
Q3 2020 | $668,000 | +4.2% | 3,607 | 0.0% | 0.02% | -5.0% |
Q2 2020 | $641,000 | +23.5% | 3,607 | 0.0% | 0.02% | +5.3% |
Q1 2020 | $519,000 | +111.0% | 3,607 | +178.5% | 0.02% | +72.7% |
Q4 2017 | $246,000 | -18.8% | 1,295 | -23.6% | 0.01% | -26.7% |
Q3 2017 | $303,000 | -1.6% | 1,694 | -4.3% | 0.02% | -6.2% |
Q2 2017 | $308,000 | +1.0% | 1,770 | -0.7% | 0.02% | -5.9% |
Q1 2017 | $305,000 | – | 1,783 | – | 0.02% | – |
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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% |