ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,645,657 | -4.3% | 6,600 | +0.3% | 0.84% | -0.7% |
| Q2 2023 | $1,719,960 | +8.4% | 6,578 | +3.7% | 0.84% | +2.4% |
| Q1 2023 | $1,587,299 | +3.5% | 6,345 | +0.1% | 0.82% | -6.1% |
| Q4 2022 | $1,533,488 | -2.8% | 6,340 | -11.9% | 0.87% | -11.5% |
| Q3 2022 | $1,577,000 | -10.1% | 7,195 | 0.0% | 0.99% | -1.3% |
| Q2 2022 | $1,754,000 | -4.8% | 7,195 | +0.1% | 1.00% | +0.1% |
| Q1 2022 | $1,842,000 | -6.5% | 7,187 | -1.7% | 1.00% | -3.3% |
| Q4 2021 | $1,970,000 | -0.8% | 7,308 | +6.6% | 1.03% | +1.3% |
| Q3 2021 | $1,986,000 | +7.3% | 6,858 | +0.6% | 1.02% | +0.9% |
| Q2 2021 | $1,851,000 | +0.9% | 6,818 | -1.5% | 1.01% | -4.1% |
| Q1 2021 | $1,834,000 | +7.3% | 6,919 | +0.1% | 1.06% | +4.0% |
| Q4 2020 | $1,709,000 | +25.6% | 6,915 | +0.5% | 1.01% | +4.6% |
| Q3 2020 | $1,361,000 | +5.9% | 6,883 | +0.3% | 0.97% | -2.8% |
| Q2 2020 | $1,285,000 | +15.5% | 6,862 | -1.2% | 1.00% | -5.7% |
| Q1 2020 | $1,113,000 | -21.5% | 6,946 | +0.1% | 1.06% | -19.7% |
| Q4 2019 | $1,418,000 | – | 6,938 | – | 1.32% | – |
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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% |