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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $315,000 | -18.4% | 1,209 | -12.6% | 0.06% | -19.4% |
| Q4 2021 | $386,000 | +45.7% | 1,384 | +37.6% | 0.07% | +26.3% |
| Q3 2021 | $265,000 | +28.0% | 1,006 | -4.6% | 0.06% | +3.6% |
| Q3 2020 | $207,000 | -95.7% | 1,054 | -96.1% | 0.06% | -96.1% |
| Q2 2020 | $4,841,000 | +8.1% | 27,345 | -6.4% | 1.42% | -10.3% |
| Q1 2020 | $4,477,000 | -23.1% | 29,227 | +2.9% | 1.59% | -7.8% |
| Q4 2019 | $5,822,000 | +19.3% | 28,396 | +8.9% | 1.72% | +1.8% |
| Q3 2019 | $4,879,000 | -3.5% | 26,083 | +0.3% | 1.69% | -5.6% |
| Q2 2019 | $5,054,000 | +5.2% | 26,016 | +2.5% | 1.79% | -1.6% |
| Q1 2019 | $4,805,000 | +68.4% | 25,371 | +47.6% | 1.82% | +54.2% |
| Q4 2018 | $2,854,000 | -13.5% | 17,184 | +4.6% | 1.18% | -10.6% |
| Q3 2018 | $3,300,000 | +4.3% | 16,434 | +1.2% | 1.32% | 0.0% |
| Q2 2018 | $3,163,000 | – | 16,239 | – | 1.32% | – |
Download | ||||||
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% |