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 | $20,034,318 | -10.2% | 80,346 | -5.8% | 10.28% | -3.5% |
| Q2 2023 | $22,306,020 | +8.2% | 85,307 | +3.5% | 10.64% | +2.3% |
| Q1 2023 | $20,620,131 | +2.8% | 82,428 | -0.6% | 10.41% | +2.6% |
| Q4 2022 | $20,064,406 | +12.8% | 82,948 | +2.3% | 10.14% | +2.8% |
| Q3 2022 | $17,787,000 | -9.6% | 81,122 | -6.8% | 9.87% | -1.6% |
| Q2 2022 | $19,682,000 | -14.0% | 87,000 | +2.0% | 10.03% | -0.8% |
| Q1 2022 | $22,887,000 | -2.6% | 85,291 | +2.8% | 10.11% | -4.4% |
| Q4 2021 | $23,491,000 | +10.4% | 82,983 | +2.6% | 10.58% | +2.9% |
| Q3 2021 | $21,287,000 | +9.7% | 80,919 | +12.1% | 10.28% | +9.0% |
| Q2 2021 | $19,404,000 | +36.8% | 72,207 | +32.5% | 9.43% | +30.6% |
| Q1 2021 | $14,187,000 | +18.9% | 54,508 | +5.0% | 7.22% | +7.6% |
| Q4 2020 | $11,927,000 | +23.0% | 51,893 | -0.9% | 6.70% | +10.4% |
| Q3 2020 | $9,700,000 | +3.3% | 52,347 | -0.8% | 6.07% | +1.4% |
| Q2 2020 | $9,388,000 | +33.2% | 52,793 | +7.7% | 5.99% | +15.1% |
| Q1 2020 | $7,049,000 | -11.6% | 49,001 | +26.5% | 5.20% | +2.5% |
| Q4 2019 | $7,970,000 | +9.1% | 38,724 | +2.4% | 5.08% | +4.9% |
| Q3 2019 | $7,306,000 | +2.3% | 37,809 | +2.9% | 4.84% | +3.4% |
| Q2 2019 | $7,139,000 | +10.1% | 36,751 | +7.4% | 4.69% | +6.5% |
| Q1 2019 | $6,482,000 | +23.7% | 34,225 | +8.4% | 4.40% | +5.8% |
| Q4 2018 | $5,242,000 | -21.6% | 31,567 | -4.9% | 4.16% | -15.3% |
| Q3 2018 | $6,684,000 | +7.2% | 33,205 | +3.7% | 4.91% | +3.0% |
| Q2 2018 | $6,235,000 | – | 32,013 | – | 4.76% | – |
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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% |