ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,747,693 | +16.5% | 35,459 | +23.8% | 2.25% | +20.7% |
Q2 2023 | $7,511,289 | +5.3% | 28,644 | +0.4% | 1.86% | -0.4% |
Q1 2023 | $7,132,808 | -2.7% | 28,526 | +0.0% | 1.87% | -5.4% |
Q4 2022 | $7,330,969 | +9.5% | 28,514 | -0.6% | 1.98% | -3.9% |
Q3 2022 | $6,695,000 | -4.5% | 28,677 | +2.7% | 2.06% | +1.4% |
Q2 2022 | $7,007,000 | -1.8% | 27,932 | +1.9% | 2.03% | +7.2% |
Q1 2022 | $7,134,000 | +24.1% | 27,408 | +32.6% | 1.89% | +25.6% |
Q4 2021 | $5,750,000 | +10.2% | 20,667 | +8.5% | 1.51% | +5.1% |
Q3 2021 | $5,219,000 | +8.8% | 19,043 | +4.9% | 1.44% | +4.4% |
Q2 2021 | $4,797,000 | +1.4% | 18,146 | +1.9% | 1.37% | -10.8% |
Q1 2021 | $4,732,000 | +8.7% | 17,800 | +2.0% | 1.54% | +4.0% |
Q4 2020 | $4,352,000 | +36.0% | 17,456 | +5.4% | 1.48% | +15.3% |
Q3 2020 | $3,200,000 | +8.6% | 16,563 | +9.3% | 1.28% | +8.2% |
Q2 2020 | $2,947,000 | +121.7% | 15,159 | +71.9% | 1.19% | +78.9% |
Q1 2020 | $1,329,000 | -55.3% | 8,820 | -38.7% | 0.66% | -49.8% |
Q4 2019 | $2,970,000 | +8.8% | 14,389 | +5.9% | 1.32% | -0.9% |
Q3 2019 | $2,731,000 | – | 13,584 | – | 1.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |