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 | $32,649,346 | -3.8% | 130,938 | +0.9% | 4.76% | -1.6% |
| Q2 2023 | $33,941,343 | +6.9% | 129,805 | +2.2% | 4.83% | -0.1% |
| Q1 2023 | $31,762,066 | +4.0% | 126,967 | +0.5% | 4.84% | -2.8% |
| Q4 2022 | $30,555,121 | +12.7% | 126,318 | +2.2% | 4.97% | -3.9% |
| Q3 2022 | $27,103,000 | +0.9% | 123,612 | +4.1% | 5.18% | +4.9% |
| Q2 2022 | $26,852,000 | -12.5% | 118,691 | +3.7% | 4.94% | -3.8% |
| Q1 2022 | $30,705,000 | -1.9% | 114,427 | +3.5% | 5.13% | -13.7% |
| Q4 2021 | $31,298,000 | +7.7% | 110,564 | +0.1% | 5.95% | -3.3% |
| Q3 2021 | $29,063,000 | +4.1% | 110,477 | +6.4% | 6.15% | +1.2% |
| Q2 2021 | $27,912,000 | +6.1% | 103,866 | +2.7% | 6.08% | -4.3% |
| Q1 2021 | $26,315,000 | -58.3% | 101,102 | -63.2% | 6.36% | +1.5% |
| Q4 2020 | $63,083,000 | +26.3% | 274,478 | +1.8% | 6.26% | +7.7% |
| Q3 2020 | $49,948,000 | +5.4% | 269,537 | +1.1% | 5.81% | +10.6% |
| Q2 2020 | $47,411,000 | +79.0% | 266,624 | +44.8% | 5.26% | +45.6% |
| Q1 2020 | $26,487,000 | -23.6% | 184,120 | +9.4% | 3.61% | -27.2% |
| Q4 2019 | $34,651,000 | +20.9% | 168,358 | +13.5% | 4.96% | -7.7% |
| Q3 2019 | $28,652,000 | -0.5% | 148,279 | +0.1% | 5.38% | -3.0% |
| Q2 2019 | $28,782,000 | +2.4% | 148,165 | -0.2% | 5.54% | -3.1% |
| Q1 2019 | $28,112,000 | +30.6% | 148,426 | +14.5% | 5.72% | +0.1% |
| Q4 2018 | $21,519,000 | – | 129,587 | – | 5.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |