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 | $7,531,119 | -9.9% | 30,203 | -5.5% | 1.49% | -6.5% |
| Q2 2023 | $8,361,084 | +7.0% | 31,976 | +2.4% | 1.59% | +5.5% |
| Q1 2023 | $7,813,498 | +92466.0% | 31,234 | -10.5% | 1.51% | -7.2% |
| Q4 2022 | $8,441 | -99.9% | 34,897 | -2.8% | 1.63% | -7.2% |
| Q3 2022 | $7,874,000 | -3.9% | 35,915 | -0.9% | 1.76% | +11.7% |
| Q2 2022 | $8,197,000 | +8.4% | 36,233 | +28.6% | 1.57% | +26.5% |
| Q1 2022 | $7,560,000 | -4.8% | 28,171 | +0.4% | 1.24% | -5.5% |
| Q4 2021 | $7,940,000 | +7.8% | 28,046 | +0.2% | 1.31% | -9.8% |
| Q3 2021 | $7,364,000 | -2.8% | 27,991 | -0.7% | 1.46% | -10.1% |
| Q2 2021 | $7,573,000 | +2.8% | 28,179 | -0.5% | 1.62% | -3.7% |
| Q1 2021 | $7,369,000 | +4.9% | 28,311 | -7.4% | 1.68% | +0.1% |
| Q4 2020 | $7,023,000 | +19.3% | 30,561 | -3.8% | 1.68% | +8.1% |
| Q3 2020 | $5,889,000 | +6.0% | 31,781 | +1.7% | 1.56% | -1.3% |
| Q2 2020 | $5,555,000 | -9.7% | 31,236 | -27.0% | 1.58% | -10.3% |
| Q1 2020 | $6,153,000 | -36.6% | 42,768 | -9.3% | 1.76% | -16.6% |
| Q4 2019 | $9,708,000 | -2.2% | 47,167 | -8.1% | 2.10% | -4.4% |
| Q3 2019 | $9,922,000 | -4.8% | 51,344 | -4.3% | 2.20% | -2.4% |
| Q2 2019 | $10,419,000 | -2.9% | 53,635 | -1.6% | 2.26% | +6.8% |
| Q1 2019 | $10,735,000 | – | 54,520 | – | 2.11% | – |
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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% |