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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $245,000 | -5.4% | 914 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $259,000 | +7.9% | 914 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $240,000 | -2.4% | 914 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $246,000 | -21.2% | 914 | -23.8% | 0.08% | -25.7% |
| Q1 2021 | $312,000 | +13.0% | 1,199 | 0.0% | 0.10% | +2.9% |
| Q4 2020 | $276,000 | +24.3% | 1,199 | 0.0% | 0.10% | +9.7% |
| Q3 2020 | $222,000 | +4.2% | 1,199 | 0.0% | 0.09% | -11.4% |
| Q2 2020 | $213,000 | -19.9% | 1,199 | -7.2% | 0.10% | -29.1% |
| Q4 2019 | $266,000 | +6.4% | 1,292 | 0.0% | 0.15% | +0.7% |
| Q3 2019 | $250,000 | -0.4% | 1,292 | 0.0% | 0.15% | -2.0% |
| Q2 2019 | $251,000 | +2.4% | 1,292 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $245,000 | +12.9% | 1,292 | -1.0% | 0.15% | +0.7% |
| Q4 2018 | $217,000 | -17.5% | 1,305 | 0.0% | 0.15% | -14.4% |
| Q3 2018 | $263,000 | +3.5% | 1,305 | 0.0% | 0.17% | -4.4% |
| Q2 2018 | $254,000 | +3.7% | 1,305 | 0.0% | 0.18% | -0.5% |
| Q1 2018 | $245,000 | -1.2% | 1,305 | 0.0% | 0.18% | -5.2% |
| Q4 2017 | $248,000 | +14.8% | 1,305 | +8.0% | 0.19% | +7.8% |
| Q3 2017 | $216,000 | -5.7% | 1,208 | -8.1% | 0.18% | -20.1% |
| Q2 2017 | $229,000 | +1.8% | 1,314 | 0.0% | 0.22% | -2.2% |
| Q1 2017 | $225,000 | -6.2% | 1,314 | -9.6% | 0.23% | -15.5% |
| Q4 2016 | $240,000 | – | 1,453 | – | 0.27% | – |
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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% |