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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,831,759 | +7.0% | 15,367 | +12.2% | 0.21% | +13.4% |
| Q2 2023 | $3,582,014 | -2.5% | 13,699 | -6.7% | 0.19% | -5.1% |
| Q1 2023 | $3,672,453 | +8.5% | 14,682 | +4.9% | 0.20% | -4.9% |
| Q4 2022 | $3,384,191 | +84.9% | 13,991 | +67.7% | 0.21% | +62.2% |
| Q3 2022 | $1,830,000 | -47.0% | 8,345 | -45.3% | 0.13% | -51.2% |
| Q2 2022 | $3,451,000 | +6174.5% | 15,255 | +7199.0% | 0.26% | +6400.0% |
| Q3 2021 | $55,000 | -63.8% | 209 | -63.0% | 0.00% | -66.7% |
| Q2 2021 | $152,000 | -24.8% | 565 | -27.1% | 0.01% | -33.3% |
| Q1 2021 | $202,000 | +55.4% | 775 | +37.2% | 0.02% | +38.5% |
| Q4 2020 | $130,000 | +18.2% | 565 | -5.0% | 0.01% | +8.3% |
| Q3 2020 | $110,000 | +10.0% | 595 | +5.3% | 0.01% | -7.7% |
| Q2 2020 | $100,000 | +23.5% | 565 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $81,000 | +3950.0% | 565 | +4608.3% | 0.01% | – |
| Q4 2019 | $2,000 | -86.7% | 12 | -84.8% | 0.00% | -100.0% |
| Q3 2019 | $15,000 | -97.2% | 79 | -97.1% | 0.00% | -97.6% |
| Q2 2019 | $527,000 | -42.4% | 2,714 | -50.7% | 0.08% | -56.5% |
| Q4 2018 | $915,000 | – | 5,508 | – | 0.19% | – |
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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% |