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 | $3,460,677 | +1.3% | 13,815 | +5.7% | 1.09% | -0.1% |
| Q2 2023 | $3,416,375 | +3.8% | 13,066 | -0.7% | 1.09% | -13.8% |
| Q1 2023 | $3,291,822 | +0.6% | 13,159 | -2.8% | 1.27% | -6.8% |
| Q4 2022 | $3,273,573 | +5.9% | 13,533 | -4.0% | 1.36% | -3.0% |
| Q3 2022 | $3,092,000 | -24.4% | 14,104 | -22.0% | 1.40% | -18.2% |
| Q2 2022 | $4,090,000 | +6.3% | 18,081 | +26.1% | 1.71% | +11.7% |
| Q1 2022 | $3,849,000 | -5.9% | 14,343 | -0.8% | 1.53% | -8.1% |
| Q4 2021 | $4,092,000 | +8.1% | 14,455 | +0.4% | 1.67% | -1.4% |
| Q3 2021 | $3,786,000 | -2.8% | 14,391 | -0.7% | 1.69% | -6.1% |
| Q2 2021 | $3,895,000 | +1.4% | 14,496 | -1.8% | 1.80% | -9.4% |
| Q1 2021 | $3,842,000 | +1.9% | 14,761 | -10.0% | 1.99% | -5.4% |
| Q4 2020 | $3,771,000 | +22.8% | 16,408 | -0.9% | 2.10% | +1.7% |
| Q3 2020 | $3,070,000 | -6.9% | 16,565 | -10.6% | 2.07% | -15.7% |
| Q2 2020 | $3,296,000 | +22.1% | 18,536 | -1.3% | 2.45% | +0.3% |
| Q1 2020 | $2,700,000 | -23.2% | 18,771 | +9.9% | 2.45% | -13.7% |
| Q4 2019 | $3,515,000 | – | 17,079 | – | 2.83% | – |
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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% |