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 | $618,888 | -5.1% | 2,482 | -0.4% | 0.14% | -9.0% |
| Q2 2023 | $651,871 | +9.8% | 2,493 | +5.1% | 0.16% | +7.6% |
| Q1 2023 | $593,463 | +4.2% | 2,372 | +0.7% | 0.14% | -3.3% |
| Q4 2022 | $569,636 | +8.1% | 2,355 | -2.0% | 0.15% | -12.3% |
| Q3 2022 | $527,000 | -2.0% | 2,404 | +1.1% | 0.17% | -6.6% |
| Q2 2022 | $538,000 | -15.4% | 2,378 | +0.3% | 0.18% | -2.7% |
| Q1 2022 | $636,000 | -5.2% | 2,371 | 0.0% | 0.19% | -6.5% |
| Q4 2021 | $671,000 | +7.5% | 2,371 | 0.0% | 0.20% | -14.1% |
| Q3 2021 | $624,000 | -2.0% | 2,371 | 0.0% | 0.23% | -6.4% |
| Q2 2021 | $637,000 | +3.2% | 2,371 | 0.0% | 0.25% | -9.7% |
| Q1 2021 | $617,000 | – | 2,371 | – | 0.28% | – |
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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% |