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 | $6,800,208 | -3.7% | 27,272 | +1.0% | 2.51% | -1.3% |
| Q2 2023 | $7,060,082 | +5.1% | 27,000 | +0.6% | 2.55% | +1.9% |
| Q1 2023 | $6,715,365 | +112858.2% | 26,844 | +9.2% | 2.50% | -11.3% |
| Q4 2022 | $5,945 | -99.9% | 24,578 | +3.1% | 2.82% | +16.4% |
| Q3 2022 | $5,228,000 | +14.1% | 23,846 | +19.6% | 2.42% | +18.7% |
| Q4 2020 | $4,581,000 | +16.2% | 19,934 | -6.3% | 2.04% | +3.3% |
| Q3 2020 | $3,943,000 | +49.5% | 21,279 | +16.1% | 1.98% | +4.8% |
| Q1 2020 | $2,637,000 | -34.5% | 18,329 | -8.8% | 1.88% | -20.9% |
| Q3 2019 | $4,024,000 | +11.2% | 20,099 | +7.8% | 2.38% | +3.6% |
| Q2 2019 | $3,620,000 | +34.9% | 18,649 | +15.4% | 2.30% | +13.0% |
| Q4 2018 | $2,684,000 | -7.1% | 16,166 | +12.7% | 2.03% | +10.9% |
| Q3 2018 | $2,889,000 | +9.4% | 14,350 | +5.8% | 1.83% | -1.2% |
| Q2 2018 | $2,641,000 | +24.8% | 13,559 | +17.4% | 1.86% | +19.1% |
| Q1 2018 | $2,116,000 | +16.1% | 11,553 | +20.3% | 1.56% | +13.8% |
| Q4 2017 | $1,823,000 | – | 9,606 | – | 1.37% | – |
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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% |