ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $309,000 | +5.1% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $294,000 | +13.1% | 1,130 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $260,000 | +24.4% | 1,130 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $209,000 | +4.0% | 1,130 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $201,000 | -13.7% | 1,130 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $233,000 | +6.9% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $218,000 | -0.9% | 1,130 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $220,000 | +2.8% | 1,130 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $214,000 | -6.1% | 1,130 | 0.0% | 0.02% | -12.0% |
| Q3 2018 | $228,000 | +3.6% | 1,130 | 0.0% | 0.02% | +13.6% |
| Q2 2018 | $220,000 | -0.9% | 1,130 | -4.6% | 0.02% | -12.0% |
| Q1 2018 | $222,000 | -33.1% | 1,185 | -32.2% | 0.02% | -34.2% |
| Q4 2017 | $332,000 | – | 1,749 | – | 0.04% | – |
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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% |