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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $653,000 | -35.5% | 2,886 | -23.5% | 1.12% | -14.1% |
| Q1 2022 | $1,012,000 | +0.5% | 3,772 | +6.0% | 1.30% | -24.6% |
| Q4 2021 | $1,007,000 | -9.5% | 3,557 | -15.9% | 1.73% | -10.5% |
| Q3 2021 | $1,113,000 | -1.3% | 4,230 | +0.7% | 1.93% | -3.2% |
| Q2 2021 | $1,128,000 | -27.2% | 4,199 | -29.5% | 1.99% | -13.6% |
| Q1 2021 | $1,550,000 | -55.2% | 5,956 | -60.5% | 2.30% | -26.9% |
| Q4 2020 | $3,463,000 | +14.6% | 15,068 | -7.6% | 3.15% | +9.8% |
| Q3 2020 | $3,021,000 | -9.6% | 16,305 | -13.2% | 2.87% | -10.4% |
| Q2 2020 | $3,340,000 | +35.7% | 18,784 | +9.8% | 3.20% | -8.6% |
| Q1 2020 | $2,462,000 | -1.4% | 17,115 | +41.0% | 3.51% | +42.7% |
| Q4 2019 | $2,498,000 | – | 12,135 | – | 2.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |