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 | $428,957 | -0.8% | 1,720 | +4.3% | 0.10% | +2.1% |
| Q2 2023 | $432,365 | +4.3% | 1,649 | -0.5% | 0.10% | -1.0% |
| Q1 2023 | $414,716 | -3.8% | 1,658 | -0.1% | 0.10% | -5.0% |
| Q4 2022 | $431,289 | +17.5% | 1,659 | -0.8% | 0.10% | 0.0% |
| Q3 2022 | $367,000 | -5.9% | 1,673 | -1.8% | 0.10% | +1.0% |
| Q2 2022 | $390,000 | -14.3% | 1,704 | +0.2% | 0.10% | +1.0% |
| Q1 2022 | $455,000 | +4.6% | 1,700 | +0.9% | 0.10% | +1.0% |
| Q4 2021 | $435,000 | -5.0% | 1,685 | +0.8% | 0.10% | -3.0% |
| Q3 2021 | $458,000 | -11.2% | 1,671 | -12.1% | 0.10% | -14.4% |
| Q2 2021 | $516,000 | -4.3% | 1,901 | -5.2% | 0.12% | -11.9% |
| Q1 2021 | $539,000 | +11.4% | 2,006 | +1.0% | 0.13% | -4.3% |
| Q4 2020 | $484,000 | +32.6% | 1,987 | +7.6% | 0.14% | +2.2% |
| Q3 2020 | $365,000 | +12.3% | 1,846 | +4.1% | 0.14% | +6.2% |
| Q2 2020 | $325,000 | -64.2% | 1,774 | -73.2% | 0.13% | -72.6% |
| Q1 2020 | $907,000 | -38.7% | 6,626 | -7.1% | 0.47% | -20.2% |
| Q4 2019 | $1,479,000 | -1.4% | 7,135 | -9.0% | 0.59% | -11.0% |
| Q3 2019 | $1,500,000 | -12.4% | 7,840 | -11.6% | 0.66% | -14.0% |
| Q2 2019 | $1,713,000 | +1.5% | 8,864 | +1.8% | 0.77% | +0.8% |
| Q1 2019 | $1,687,000 | -9.3% | 8,708 | -5.8% | 0.76% | -12.0% |
| Q4 2018 | $1,861,000 | -2.3% | 9,243 | -2.3% | 0.87% | -1.2% |
| Q3 2018 | $1,904,000 | +0.5% | 9,461 | -2.7% | 0.88% | -6.3% |
| Q2 2018 | $1,895,000 | +121.9% | 9,728 | +113.8% | 0.94% | +112.0% |
| Q1 2018 | $854,000 | +87.3% | 4,549 | +89.2% | 0.44% | +90.9% |
| Q4 2017 | $456,000 | – | 2,404 | – | 0.23% | – |
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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% |