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. | 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% |