ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,527,000 | +46.5% | 9,417 | +54.5% | 2.93% | +57.9% |
| Q4 2021 | $1,725,000 | +5.7% | 6,097 | -1.8% | 1.85% | +5.2% |
| Q3 2021 | $1,632,000 | -65.2% | 6,207 | -64.4% | 1.76% | -64.8% |
| Q2 2021 | $4,689,000 | -1.5% | 17,450 | -4.6% | 5.01% | +7.9% |
| Q1 2021 | $4,761,000 | +16.6% | 18,294 | +3.0% | 4.64% | +5.2% |
| Q4 2020 | $4,082,000 | +125.9% | 17,764 | +82.2% | 4.41% | +102.9% |
| Q3 2020 | $1,807,000 | +8.1% | 9,752 | +3.7% | 2.17% | +15.4% |
| Q2 2020 | $1,672,000 | +5665.5% | 9,404 | +6385.5% | 1.88% | +6874.1% |
| Q4 2019 | $29,000 | – | 145 | – | 0.03% | – |
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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% |