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 | $5,785,267 | -2.6% | 23,201 | +2.1% | 2.22% | +1.3% |
| Q2 2023 | $5,939,343 | +1.0% | 22,714 | -3.4% | 2.19% | -2.6% |
| Q1 2023 | $5,883,263 | -26.9% | 23,518 | -29.3% | 2.25% | -32.1% |
| Q4 2022 | $8,051,933 | +11.9% | 33,288 | +4.7% | 3.31% | -4.8% |
| Q3 2022 | $7,193,000 | 0.0% | 31,793 | 0.0% | 3.48% | +16.4% |
| Q2 2022 | $7,193,000 | -8.4% | 31,793 | +8.6% | 2.99% | +4.2% |
| Q1 2022 | $7,854,000 | -1.8% | 29,269 | +3.6% | 2.87% | -8.1% |
| Q4 2021 | $7,997,000 | +14.5% | 28,251 | +6.5% | 3.12% | +1.8% |
| Q3 2021 | $6,982,000 | +2.1% | 26,537 | +4.3% | 3.06% | +2.9% |
| Q2 2021 | $6,840,000 | +17.6% | 25,455 | +13.9% | 2.98% | +7.5% |
| Q1 2021 | $5,817,000 | +69.6% | 22,348 | +49.8% | 2.77% | +60.5% |
| Q4 2020 | $3,430,000 | +90.8% | 14,922 | +53.8% | 1.73% | +61.1% |
| Q3 2020 | $1,798,000 | +709.9% | 9,705 | +676.4% | 1.07% | +629.3% |
| Q2 2020 | $222,000 | -90.5% | 1,250 | -92.3% | 0.15% | -92.2% |
| Q1 2020 | $2,336,000 | -51.1% | 16,235 | -30.0% | 1.88% | -38.1% |
| Q4 2019 | $4,773,000 | – | 23,189 | – | 3.04% | – |
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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% |