ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,377,592 | -8.1% | 5,525 | -3.7% | 0.16% | -4.6% |
| Q2 2023 | $1,499,669 | +5.4% | 5,735 | +0.8% | 0.17% | 0.0% |
| Q1 2023 | $1,423,236 | +3.2% | 5,689 | -0.3% | 0.17% | 0.0% |
| Q4 2022 | $1,379,755 | +10.8% | 5,704 | +0.4% | 0.17% | 0.0% |
| Q3 2022 | $1,245,000 | -2.0% | 5,680 | +1.1% | 0.17% | -39.7% |
| Q2 2022 | $1,270,000 | -15.4% | 5,616 | +0.3% | 0.29% | +60.3% |
| Q1 2022 | $1,502,000 | -6.0% | 5,598 | -0.8% | 0.18% | -6.8% |
| Q4 2021 | $1,598,000 | +9.5% | 5,645 | +1.7% | 0.19% | -1.5% |
| Q3 2021 | $1,460,000 | -1.1% | 5,548 | +1.0% | 0.20% | -40.0% |
| Q2 2021 | $1,476,000 | +16.4% | 5,491 | -0.5% | 0.32% | -1.2% |
| Q4 2020 | $1,268,000 | +24.7% | 5,517 | +0.5% | 0.33% | +3.8% |
| Q3 2020 | $1,017,000 | -1.7% | 5,487 | -5.7% | 0.32% | -11.7% |
| Q2 2020 | $1,035,000 | +25.2% | 5,821 | +1.2% | 0.36% | +0.6% |
| Q1 2020 | $827,000 | -30.5% | 5,751 | -0.6% | 0.36% | -17.4% |
| Q4 2019 | $1,190,000 | – | 5,783 | – | 0.43% | – |
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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% |