ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,593 | -3.8% | 2,300 | +0.9% | 0.43% | +9.0% |
| Q2 2023 | $596,005 | +4.5% | 2,279 | 0.0% | 0.39% | -4.9% |
| Q1 2023 | $570,148 | +3.4% | 2,279 | 0.0% | 0.41% | -11.8% |
| Q4 2022 | $551,231 | +6.6% | 2,279 | -3.3% | 0.47% | +9.1% |
| Q3 2022 | $517,000 | -1.5% | 2,356 | +1.5% | 0.43% | +7.0% |
| Q2 2022 | $525,000 | -16.1% | 2,322 | -0.5% | 0.40% | +1.8% |
| Q1 2022 | $626,000 | -11.1% | 2,333 | -6.2% | 0.39% | -2.5% |
| Q4 2021 | $704,000 | +11.2% | 2,486 | +3.2% | 0.40% | +9.2% |
| Q3 2021 | $633,000 | -3.1% | 2,408 | -0.9% | 0.37% | -1.6% |
| Q2 2021 | $653,000 | +0.9% | 2,430 | -2.3% | 0.37% | -9.2% |
| Q1 2021 | $647,000 | +20.9% | 2,486 | +6.8% | 0.41% | +3.8% |
| Q4 2020 | $535,000 | – | 2,328 | – | 0.40% | – |
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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% |