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 | $889,972 | -7.9% | 3,569 | -3.4% | 0.51% | -5.2% |
| Q2 2023 | $966,213 | +4.5% | 3,695 | 0.0% | 0.54% | +5.5% |
| Q1 2023 | $924,383 | -6.4% | 3,695 | -9.5% | 0.51% | -6.4% |
| Q4 2022 | $987,436 | -0.6% | 4,082 | -9.9% | 0.54% | -7.8% |
| Q3 2022 | $993,000 | -14.5% | 4,531 | -11.7% | 0.59% | -10.7% |
| Q2 2022 | $1,161,000 | -22.0% | 5,132 | -7.5% | 0.66% | -11.7% |
| Q1 2022 | $1,489,000 | -5.2% | 5,548 | -0.0% | 0.75% | -9.9% |
| Q4 2021 | $1,571,000 | +3.0% | 5,550 | -4.2% | 0.83% | -7.6% |
| Q3 2021 | $1,525,000 | -4.7% | 5,796 | -2.7% | 0.90% | -6.6% |
| Q2 2021 | $1,600,000 | +3.4% | 5,956 | +0.2% | 0.96% | -7.5% |
| Q1 2021 | $1,548,000 | +13.4% | 5,946 | +0.1% | 1.04% | +7.8% |
| Q4 2020 | $1,365,000 | +5.4% | 5,940 | -15.0% | 0.97% | -2.1% |
| Q3 2020 | $1,295,000 | +3.5% | 6,989 | -0.6% | 0.99% | -4.9% |
| Q2 2020 | $1,251,000 | +15.5% | 7,032 | -6.6% | 1.04% | -8.3% |
| Q1 2020 | $1,083,000 | -32.7% | 7,527 | -3.8% | 1.13% | -22.2% |
| Q4 2019 | $1,610,000 | – | 7,824 | – | 1.46% | – |
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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% |