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 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -99.0% | 4 | -98.9% | 0.00% | -100.0% |
| Q4 2021 | $102,000 | +8.5% | 359 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $94,000 | -2.1% | 359 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $96,000 | +3.2% | 359 | 0.0% | 0.04% | -10.0% |
| Q1 2021 | $93,000 | +12.0% | 359 | 0.0% | 0.04% | +17.6% |
| Q4 2020 | $83,000 | +20.3% | 359 | -3.8% | 0.03% | +6.2% |
| Q3 2020 | $69,000 | +137.9% | 373 | +87.4% | 0.03% | +52.4% |
| Q1 2020 | $29,000 | -29.3% | 199 | 0.0% | 0.02% | -16.0% |
| Q4 2019 | $41,000 | +7.9% | 199 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $38,000 | – | 199 | – | 0.03% | – |
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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% |