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 | $1,051 | -7.1% | 4,215 | -2.5% | 0.37% | -11.2% |
| Q2 2023 | $1,131 | +0.2% | 4,324 | -4.1% | 0.42% | +0.5% |
| Q1 2023 | $1,129 | +11.9% | 4,511 | +8.1% | 0.42% | +4.5% |
| Q4 2022 | $1,009 | -99.7% | 4,173 | +212.4% | 0.40% | +192.7% |
| Q3 2022 | $293,000 | +9.3% | 1,336 | +12.8% | 0.14% | +19.1% |
| Q2 2022 | $268,000 | -16.2% | 1,184 | -0.6% | 0.12% | -0.9% |
| Q1 2022 | $320,000 | -14.4% | 1,191 | -9.8% | 0.12% | -10.8% |
| Q4 2021 | $374,000 | +19.1% | 1,321 | +10.6% | 0.13% | +5.7% |
| Q3 2021 | $314,000 | -2.2% | 1,194 | 0.0% | 0.12% | -4.7% |
| Q2 2021 | $321,000 | +3.2% | 1,194 | +0.1% | 0.13% | -18.4% |
| Q1 2021 | $311,000 | -53.7% | 1,193 | -59.2% | 0.16% | -56.0% |
| Q4 2020 | $671,000 | +70.7% | 2,921 | +37.8% | 0.36% | +53.4% |
| Q3 2020 | $393,000 | -29.9% | 2,120 | -32.8% | 0.23% | -36.9% |
| Q2 2020 | $561,000 | +222.4% | 3,155 | +160.7% | 0.37% | +139.4% |
| Q1 2020 | $174,000 | -58.5% | 1,210 | -40.6% | 0.16% | -50.0% |
| Q4 2019 | $419,000 | +13.6% | 2,037 | +6.6% | 0.31% | +9.5% |
| Q3 2019 | $369,000 | -8.2% | 1,910 | -7.6% | 0.28% | -12.4% |
| Q2 2019 | $402,000 | +1.8% | 2,068 | -0.7% | 0.32% | -3.9% |
| Q1 2019 | $395,000 | – | 2,083 | – | 0.34% | – |
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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% |