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 | $5,336,180 | -6.6% | 21,400 | -2.1% | 0.22% | -7.9% |
| Q2 2023 | $5,715,086 | -28.2% | 21,858 | -31.3% | 0.24% | -35.3% |
| Q1 2023 | $7,960,949 | +52.1% | 31,824 | +47.0% | 0.37% | +38.4% |
| Q4 2022 | $5,235,064 | +44.5% | 21,642 | +31.0% | 0.27% | +32.0% |
| Q3 2022 | $3,622,000 | -12.8% | 16,521 | -10.0% | 0.20% | -11.0% |
| Q2 2022 | $4,153,000 | -8.0% | 18,358 | +9.6% | 0.23% | -13.3% |
| Q1 2022 | $4,514,000 | -8.8% | 16,752 | -4.5% | 0.26% | -14.1% |
| Q4 2021 | $4,952,000 | -3.5% | 17,536 | -10.1% | 0.31% | -13.6% |
| Q3 2021 | $5,131,000 | +7.3% | 19,503 | +9.5% | 0.35% | 0.0% |
| Q2 2021 | $4,782,000 | +161.7% | 17,819 | +153.8% | 0.35% | +101.1% |
| Q1 2021 | $1,827,000 | -14.0% | 7,020 | -24.1% | 0.18% | -20.0% |
| Q4 2020 | $2,124,000 | +10.3% | 9,245 | -11.0% | 0.22% | -6.8% |
| Q3 2020 | $1,925,000 | +0.2% | 10,390 | -3.8% | 0.24% | -24.8% |
| Q2 2020 | $1,921,000 | +17.6% | 10,806 | -4.9% | 0.31% | -27.5% |
| Q1 2020 | $1,634,000 | -50.0% | 11,364 | -28.4% | 0.43% | -40.4% |
| Q4 2019 | $3,266,000 | -7.1% | 15,866 | -12.8% | 0.73% | -14.3% |
| Q3 2019 | $3,515,000 | +7.1% | 18,192 | +7.7% | 0.85% | +2.9% |
| Q2 2019 | $3,281,000 | +2.9% | 16,886 | +0.3% | 0.82% | -18.8% |
| Q1 2019 | $3,189,000 | – | 16,839 | – | 1.02% | – |
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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% |