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 | $11,263,410 | -10.6% | 45,170 | -6.3% | 4.58% | -5.2% |
Q2 2023 | $12,600,994 | +6.3% | 48,189 | +1.7% | 4.84% | +1.3% |
Q1 2023 | $11,849,847 | +4.5% | 47,367 | +1.0% | 4.78% | -0.5% |
Q4 2022 | $11,343,424 | +16.8% | 46,898 | +5.9% | 4.80% | +8.3% |
Q3 2022 | $9,713,000 | +0.3% | 44,285 | +3.4% | 4.43% | +6.1% |
Q2 2022 | $9,686,000 | -12.3% | 42,815 | +5.3% | 4.18% | -0.0% |
Q1 2022 | $11,040,000 | +1.1% | 40,676 | +5.8% | 4.18% | +5.7% |
Q4 2021 | $10,918,000 | +10.3% | 38,429 | +2.2% | 3.96% | +9.6% |
Q3 2021 | $9,895,000 | +2.7% | 37,620 | +5.0% | 3.61% | -3.4% |
Q2 2021 | $9,631,000 | +7.2% | 35,840 | +3.8% | 3.74% | +0.4% |
Q1 2021 | $8,983,000 | +12.0% | 34,513 | -1.1% | 3.72% | +1.0% |
Q4 2020 | $8,020,000 | +28.3% | 34,896 | +3.4% | 3.69% | +7.0% |
Q3 2020 | $6,251,000 | -0.4% | 33,735 | -4.5% | 3.45% | -1.3% |
Q2 2020 | $6,279,000 | +26.4% | 35,315 | +1.4% | 3.49% | +8.0% |
Q1 2020 | $4,969,000 | -35.5% | 34,826 | -6.9% | 3.23% | -14.0% |
Q4 2019 | $7,699,000 | +7.8% | 37,413 | +1.4% | 3.76% | -3.9% |
Q3 2019 | $7,141,000 | +1.0% | 36,884 | +1.3% | 3.91% | -2.2% |
Q2 2019 | $7,073,000 | +3.3% | 36,411 | +0.7% | 4.00% | -1.0% |
Q1 2019 | $6,848,000 | +16.8% | 36,160 | +1.4% | 4.04% | +6.1% |
Q4 2018 | $5,865,000 | – | 35,663 | – | 3.81% | – |
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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% |