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 | $1,399,846 | -4.9% | 5,614 | -0.2% | 0.47% | -3.9% |
| Q2 2023 | $1,471,548 | +19.0% | 5,628 | +13.9% | 0.49% | +13.7% |
| Q1 2023 | $1,236,539 | -7.2% | 4,943 | -10.3% | 0.43% | -7.9% |
| Q4 2022 | $1,332,325 | +24.5% | 5,508 | +12.8% | 0.47% | +10.4% |
| Q3 2022 | $1,070,000 | -3.2% | 4,884 | 0.0% | 0.42% | +0.7% |
| Q2 2022 | $1,105,000 | -17.1% | 4,884 | -1.8% | 0.42% | -4.3% |
| Q1 2022 | $1,333,000 | -7.7% | 4,971 | -2.5% | 0.44% | -9.8% |
| Q4 2021 | $1,444,000 | +4.6% | 5,101 | +1.7% | 0.49% | -2.6% |
| Q3 2021 | $1,380,000 | +124.0% | 5,016 | +121.9% | 0.50% | +110.9% |
| Q2 2021 | $616,000 | +9.4% | 2,260 | 0.0% | 0.24% | -3.6% |
| Q1 2021 | $563,000 | +26.5% | 2,260 | +16.8% | 0.25% | +24.1% |
| Q4 2020 | $445,000 | -0.2% | 1,935 | -19.5% | 0.20% | -8.7% |
| Q3 2020 | $446,000 | +29.7% | 2,405 | +24.3% | 0.22% | +6.9% |
| Q2 2020 | $344,000 | -45.4% | 1,935 | -55.8% | 0.20% | -54.6% |
| Q1 2020 | $630,000 | +79.5% | 4,380 | +156.7% | 0.45% | +150.8% |
| Q4 2019 | $351,000 | +6.7% | 1,706 | 0.0% | 0.18% | +2.9% |
| Q3 2019 | $329,000 | +11.9% | 1,706 | +0.4% | 0.17% | +68.9% |
| Q2 2019 | $294,000 | +59.8% | 1,699 | +74.4% | 0.10% | -1.9% |
| Q1 2019 | $184,000 | -29.5% | 974 | -38.1% | 0.10% | -36.0% |
| Q4 2018 | $261,000 | – | 1,574 | – | 0.16% | – |
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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% |