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 | $53,860 | +24.1% | 216 | +30.1% | 0.04% | +32.1% |
| Q2 2023 | $43,406 | +73.5% | 166 | +66.0% | 0.03% | +64.7% |
| Q1 2023 | $25,016 | +3.4% | 100 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $24,189 | +10.0% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 100 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $23,000 | -14.8% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $27,000 | -3.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 100 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $27,000 | +3.8% | 100 | 0.0% | 0.02% | +28.6% |
| Q1 2021 | $26,000 | +13.0% | 100 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $23,000 | +21.1% | 100 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $19,000 | – | 100 | – | 0.01% | – |
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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% |