ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,210,116 | -5.6% | 4,853 | -1.0% | 0.28% | -3.8% |
| Q2 2023 | $1,282,057 | +1.3% | 4,903 | -3.1% | 0.29% | -3.3% |
| Q1 2023 | $1,265,329 | +0.3% | 5,058 | -3.0% | 0.30% | -21.4% |
| Q4 2022 | $1,260,992 | +36.2% | 5,213 | +23.4% | 0.38% | +22.7% |
| Q3 2022 | $926,000 | -5.8% | 4,225 | -2.8% | 0.31% | -4.9% |
| Q2 2022 | $983,000 | +21.4% | 4,347 | +44.1% | 0.33% | +31.1% |
| Q1 2022 | $810,000 | -7.7% | 3,017 | -2.7% | 0.25% | -8.1% |
| Q4 2021 | $878,000 | +16.8% | 3,101 | +8.5% | 0.27% | +5.4% |
| Q3 2021 | $752,000 | -7.4% | 2,858 | -5.4% | 0.26% | -15.1% |
| Q2 2021 | $812,000 | +1.1% | 3,021 | -2.1% | 0.30% | -8.4% |
| Q1 2021 | $803,000 | +25.9% | 3,085 | +11.1% | 0.33% | +14.4% |
| Q4 2020 | $638,000 | +29.7% | 2,778 | +4.6% | 0.29% | +9.8% |
| Q3 2020 | $492,000 | +8.4% | 2,655 | +4.0% | 0.26% | -4.3% |
| Q2 2020 | $454,000 | – | 2,554 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |