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 | $284,917 | -4.6% | 1,143 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $298,778 | +4.5% | 1,143 | 0.0% | 0.12% | -1.6% |
| Q1 2023 | $285,843 | +3.4% | 1,143 | 0.0% | 0.12% | -3.2% |
| Q4 2022 | $276,393 | +10.1% | 1,143 | 0.0% | 0.13% | +5.0% |
| Q3 2022 | $251,000 | -9.7% | 1,143 | -6.8% | 0.12% | -9.8% |
| Q2 2022 | $278,000 | -15.5% | 1,227 | 0.0% | 0.13% | -4.3% |
| Q1 2022 | $329,000 | -5.2% | 1,227 | 0.0% | 0.14% | -3.5% |
| Q4 2021 | $347,000 | +7.4% | 1,227 | 0.0% | 0.14% | -2.7% |
| Q3 2021 | $323,000 | -7.7% | 1,227 | -5.8% | 0.15% | -9.8% |
| Q2 2021 | $350,000 | +3.2% | 1,303 | 0.0% | 0.16% | -8.4% |
| Q1 2021 | $339,000 | +13.4% | 1,303 | 0.0% | 0.18% | +5.3% |
| Q4 2020 | $299,000 | +23.0% | 1,303 | -0.5% | 0.17% | +11.8% |
| Q3 2020 | $243,000 | +4.3% | 1,309 | 0.0% | 0.15% | -3.8% |
| Q2 2020 | $233,000 | -15.3% | 1,309 | -2.0% | 0.16% | -17.3% |
| Q4 2019 | $275,000 | -1.1% | 1,336 | -7.0% | 0.19% | -8.2% |
| Q3 2019 | $278,000 | -0.4% | 1,437 | 0.0% | 0.21% | -2.8% |
| Q2 2019 | $279,000 | +2.6% | 1,437 | +0.1% | 0.21% | -1.4% |
| Q1 2019 | $272,000 | +14.3% | 1,436 | 0.0% | 0.22% | +5.3% |
| Q4 2018 | $238,000 | -9.2% | 1,436 | +10.4% | 0.21% | -6.8% |
| Q3 2018 | $262,000 | -3.7% | 1,301 | -6.7% | 0.22% | -12.6% |
| Q2 2018 | $272,000 | +3.8% | 1,395 | 0.0% | 0.25% | -3.4% |
| Q1 2018 | $262,000 | -1.1% | 1,395 | 0.0% | 0.26% | -3.7% |
| Q4 2017 | $265,000 | – | 1,395 | – | 0.27% | – |
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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% |