ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,606 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,473,241 | +368.7% | 25,175 | +386.5% | 0.67% | +359.6% |
| Q1 2024 | $314,329 | +9.5% | 5,175 | +399.5% | 0.15% | +15.9% |
| Q4 2023 | $287,127 | +11.1% | 1,036 | 0.0% | 0.13% | +2.4% |
| Q3 2023 | $258,327 | -73.3% | 1,036 | -72.0% | 0.12% | -71.0% |
| Q2 2023 | $967,214 | +4.5% | 3,699 | 0.0% | 0.42% | +5.2% |
| Q1 2023 | $925,342 | -8.5% | 3,699 | -11.5% | 0.40% | -7.4% |
| Q4 2022 | $1,010,859 | +9.5% | 4,179 | -0.7% | 0.44% | +4.8% |
| Q3 2022 | $923,000 | -28.4% | 4,209 | -26.1% | 0.42% | -22.1% |
| Q2 2022 | $1,289,000 | -14.9% | 5,699 | +1.0% | 0.53% | -3.1% |
| Q1 2022 | $1,514,000 | -5.3% | 5,644 | 0.0% | 0.55% | -9.8% |
| Q4 2021 | $1,598,000 | +7.3% | 5,644 | -0.3% | 0.61% | -4.4% |
| Q3 2021 | $1,489,000 | -2.1% | 5,662 | 0.0% | 0.64% | -1.5% |
| Q2 2021 | $1,521,000 | -1.4% | 5,662 | -4.4% | 0.65% | -8.5% |
| Q1 2021 | $1,542,000 | +10.1% | 5,925 | -2.7% | 0.71% | +7.3% |
| Q4 2020 | $1,400,000 | +22.8% | 6,091 | -1.0% | 0.66% | -3.6% |
| Q3 2020 | $1,140,000 | +4.2% | 6,154 | 0.0% | 0.68% | -5.5% |
| Q2 2020 | $1,094,000 | -70.7% | 6,154 | -76.3% | 0.72% | -73.9% |
| Q1 2020 | $3,730,000 | +6.6% | 25,929 | +52.5% | 2.78% | +0.3% |
| Q4 2019 | $3,500,000 | – | 17,002 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |