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 | $726,224 | +10.1% | 2,912 | +15.4% | 0.20% | +11.6% |
| Q2 2023 | $659,837 | +11.4% | 2,523 | +6.5% | 0.18% | +4.0% |
| Q1 2023 | $592,402 | -5.0% | 2,368 | -8.1% | 0.17% | -22.7% |
| Q4 2022 | $623,491 | -0.9% | 2,578 | -10.1% | 0.22% | -10.7% |
| Q3 2022 | $629,000 | -4.3% | 2,867 | -1.2% | 0.25% | -1.2% |
| Q2 2022 | $657,000 | -18.1% | 2,903 | -2.9% | 0.26% | -13.6% |
| Q1 2022 | $802,000 | -2.6% | 2,990 | -5.2% | 0.30% | -4.5% |
| Q4 2021 | $823,000 | +18.2% | 3,153 | +19.2% | 0.31% | +12.4% |
| Q3 2021 | $696,000 | +175.1% | 2,645 | +181.1% | 0.28% | +137.1% |
| Q2 2021 | $253,000 | +3.3% | 941 | -0.1% | 0.12% | -2.5% |
| Q1 2021 | $245,000 | +11.9% | 942 | -18.4% | 0.12% | -32.8% |
| Q1 2019 | $219,000 | – | 1,154 | – | 0.18% | – |
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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% |