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 | $532,113 | -8.4% | 2,134 | -3.9% | 0.22% | -8.3% |
| Q2 2023 | $580,747 | +106655.0% | 2,221 | +2.1% | 0.24% | -2.4% |
| Q1 2023 | $544 | -3.4% | 2,175 | -6.5% | 0.25% | -9.2% |
| Q4 2022 | $563 | -99.6% | 2,327 | +280.2% | 0.27% | +155.1% |
| Q3 2022 | $134,000 | -76.4% | 612 | -75.6% | 0.11% | -54.5% |
| Q2 2022 | $567,000 | -10.8% | 2,505 | +5.7% | 0.24% | -4.5% |
| Q1 2022 | $636,000 | -4.5% | 2,370 | +0.7% | 0.25% | -15.5% |
| Q4 2021 | $666,000 | +2.8% | 2,354 | -4.5% | 0.29% | -2.3% |
| Q3 2021 | $648,000 | -3.7% | 2,464 | -1.6% | 0.30% | -8.0% |
| Q2 2021 | $673,000 | +3.1% | 2,504 | -0.2% | 0.32% | +9.5% |
| Q1 2021 | $653,000 | +13.4% | 2,510 | +0.0% | 0.30% | +11.7% |
| Q4 2020 | $576,000 | +22.8% | 2,509 | -0.9% | 0.26% | +0.8% |
| Q3 2020 | $469,000 | +6.3% | 2,533 | +2.1% | 0.26% | -4.0% |
| Q2 2020 | $441,000 | -16.6% | 2,480 | -3.6% | 0.27% | -20.3% |
| Q4 2019 | $529,000 | – | 2,572 | – | 0.34% | – |
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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% |