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 | $561,466 | -6.4% | 2,252 | -1.8% | 0.07% | -1.5% |
| Q2 2023 | $599,762 | +4.5% | 2,294 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $573,797 | -0.2% | 2,294 | -3.5% | 0.07% | -6.9% |
| Q4 2022 | $575,146 | +10.4% | 2,378 | +0.0% | 0.07% | +1.4% |
| Q3 2022 | $521,000 | +0.4% | 2,377 | +3.5% | 0.07% | +7.6% |
| Q2 2022 | $519,000 | -20.4% | 2,297 | -5.6% | 0.07% | -12.0% |
| Q1 2022 | $652,000 | -4.4% | 2,432 | +0.9% | 0.08% | +1.4% |
| Q4 2021 | $682,000 | +6.1% | 2,411 | -1.4% | 0.07% | -1.3% |
| Q3 2021 | $643,000 | +0.2% | 2,444 | +2.2% | 0.08% | 0.0% |
| Q2 2021 | $642,000 | +791.7% | 2,392 | +447.4% | 0.08% | +368.8% |
| Q4 2018 | $72,000 | – | 437 | – | 0.02% | – |
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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% |