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 | $2,040,351 | -5.6% | 8,183 | -1.0% | 0.40% | -2.5% |
| Q2 2023 | $2,161,571 | -6.1% | 8,267 | -10.2% | 0.41% | -12.5% |
| Q1 2023 | $2,303,081 | +1.4% | 9,206 | -2.0% | 0.46% | -5.5% |
| Q4 2022 | $2,271,442 | +13.3% | 9,390 | +2.7% | 0.49% | -3.9% |
| Q3 2022 | $2,004,000 | -9.9% | 9,139 | -7.0% | 0.51% | -10.2% |
| Q2 2022 | $2,224,000 | -18.2% | 9,832 | -3.0% | 0.57% | -9.7% |
| Q1 2022 | $2,720,000 | -3.1% | 10,137 | +2.2% | 0.63% | -2.0% |
| Q4 2021 | $2,807,000 | +17.2% | 9,917 | +8.9% | 0.64% | +0.6% |
| Q3 2021 | $2,396,000 | +10.1% | 9,108 | +12.4% | 0.64% | +9.2% |
| Q2 2021 | $2,177,000 | +27.2% | 8,101 | +23.2% | 0.59% | +14.0% |
| Q1 2021 | $1,711,000 | +23.7% | 6,573 | +9.2% | 0.51% | +14.0% |
| Q4 2020 | $1,383,000 | +10.0% | 6,019 | -9.3% | 0.45% | -5.1% |
| Q3 2020 | $1,257,000 | +3.6% | 6,637 | -2.7% | 0.48% | -3.5% |
| Q2 2020 | $1,213,000 | +10.7% | 6,822 | +0.2% | 0.49% | +2.1% |
| Q1 2020 | $1,096,000 | -24.6% | 6,807 | -3.7% | 0.48% | -9.6% |
| Q4 2019 | $1,454,000 | +82.0% | 7,066 | +70.9% | 0.53% | -14.4% |
| Q3 2019 | $799,000 | -15.2% | 4,135 | -14.7% | 0.62% | -17.9% |
| Q2 2019 | $942,000 | +30.3% | 4,849 | +27.0% | 0.76% | +23.6% |
| Q1 2019 | $723,000 | +30.5% | 3,817 | +14.3% | 0.61% | +14.8% |
| Q4 2018 | $554,000 | – | 3,339 | – | 0.54% | – |
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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% |