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 | $1,798,919 | -0.0% | 6,866 | 0.0% | 1.43% | 0.0% |
| Q2 2023 | $1,798,945 | +77.2% | 6,866 | +69.7% | 1.43% | +101.1% |
| Q1 2023 | $1,015,369 | -1.1% | 4,045 | -4.4% | 0.71% | +41.2% |
| Q4 2022 | $1,026,306 | +5.4% | 4,229 | -4.5% | 0.50% | +36.5% |
| Q3 2022 | $974,000 | -11.0% | 4,430 | -8.3% | 0.37% | -48.3% |
| Q2 2022 | $1,094,000 | -48.3% | 4,831 | -38.4% | 0.72% | -39.5% |
| Q1 2022 | $2,118,000 | -4.8% | 7,848 | +0.3% | 1.18% | -3.0% |
| Q4 2021 | $2,225,000 | +11.4% | 7,824 | +4.1% | 1.22% | +7.0% |
| Q3 2021 | $1,998,000 | 0.0% | 7,514 | +2.0% | 1.14% | +3.6% |
| Q2 2021 | $1,998,000 | +45.1% | 7,366 | +39.2% | 1.10% | +35.9% |
| Q1 2021 | $1,377,000 | +14.8% | 5,290 | +1.3% | 0.81% | +36.0% |
| Q4 2020 | $1,200,000 | +23.0% | 5,221 | +3.9% | 0.59% | -32.2% |
| Q2 2019 | $976,000 | +2.5% | 5,026 | 0.0% | 0.88% | +17.1% |
| Q1 2019 | $952,000 | +14.0% | 5,026 | 0.0% | 0.75% | +5.4% |
| Q4 2018 | $835,000 | – | 5,026 | – | 0.71% | – |
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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% |