ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,343,565 | +215.6% | 23,705 | +1356.1% | 0.69% | +226.4% |
| Q2 2023 | $425,689 | +3.3% | 1,628 | -1.2% | 0.21% | -4.1% |
| Q1 2023 | $412,264 | +2.2% | 1,648 | -1.2% | 0.22% | -6.4% |
| Q4 2022 | $403,473 | +5.6% | 1,668 | -4.3% | 0.24% | -1.7% |
| Q3 2022 | $382,000 | -3.3% | 1,743 | -0.3% | 0.24% | +17.6% |
| Q2 2022 | $395,000 | -15.4% | 1,748 | 0.0% | 0.20% | -3.8% |
| Q1 2022 | $467,000 | -6.2% | 1,748 | -0.6% | 0.21% | +8.2% |
| Q4 2021 | $498,000 | +7.8% | 1,758 | 0.0% | 0.20% | -1.0% |
| Q3 2021 | $462,000 | -9.2% | 1,758 | -7.1% | 0.20% | -12.4% |
| Q2 2021 | $509,000 | +2.0% | 1,893 | -1.3% | 0.23% | -8.9% |
| Q1 2021 | $499,000 | +13.2% | 1,918 | 0.0% | 0.25% | +1.2% |
| Q4 2020 | $441,000 | +14.2% | 1,918 | -7.9% | 0.24% | -5.8% |
| Q3 2020 | $386,000 | -87.7% | 2,083 | -88.2% | 0.26% | -91.8% |
| Q2 2020 | $3,137,000 | +31.6% | 17,640 | +6.5% | 3.15% | +21.7% |
| Q1 2020 | $2,383,000 | -33.9% | 16,567 | -5.4% | 2.59% | -18.7% |
| Q4 2019 | $3,603,000 | +12.4% | 17,507 | +5.5% | 3.19% | -0.7% |
| Q3 2019 | $3,205,000 | +6.0% | 16,587 | +6.6% | 3.21% | +0.9% |
| Q2 2019 | $3,023,000 | +2.3% | 15,560 | -0.2% | 3.18% | -0.3% |
| Q1 2019 | $2,954,000 | +11.5% | 15,595 | -2.3% | 3.18% | -3.2% |
| Q4 2018 | $2,650,000 | – | 15,960 | – | 3.29% | – |
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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% |