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 | $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. | 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% |