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 | $558,295 | -15.0% | 2,239 | -10.9% | 0.32% | -16.6% |
| Q2 2023 | $656,838 | +15.3% | 2,512 | +10.3% | 0.38% | +3.8% |
| Q1 2023 | $569,864 | +3.4% | 2,278 | 0.0% | 0.37% | +1.1% |
| Q4 2022 | $551,025 | +10.4% | 2,278 | 0.0% | 0.36% | -3.2% |
| Q3 2022 | $499,000 | -3.1% | 2,278 | 0.0% | 0.37% | +0.3% |
| Q2 2022 | $515,000 | -15.7% | 2,278 | 0.0% | 0.37% | -2.6% |
| Q1 2022 | $611,000 | -0.5% | 2,278 | +5.0% | 0.38% | +2.7% |
| Q4 2021 | $614,000 | +6.8% | 2,170 | 0.0% | 0.37% | -1.3% |
| Q3 2021 | $575,000 | +87.9% | 2,170 | +90.7% | 0.38% | +87.1% |
| Q2 2021 | $306,000 | +12.1% | 1,138 | +8.5% | 0.20% | +0.5% |
| Q1 2021 | $273,000 | +13.3% | 1,049 | 0.0% | 0.20% | +12.3% |
| Q4 2020 | $241,000 | +24.2% | 1,049 | 0.0% | 0.18% | +11.2% |
| Q3 2020 | $194,000 | +4.3% | 1,049 | 0.0% | 0.16% | -3.6% |
| Q2 2020 | $186,000 | +23.2% | 1,049 | 0.0% | 0.17% | +19.3% |
| Q1 2020 | $151,000 | -30.1% | 1,049 | 0.0% | 0.14% | -30.0% |
| Q4 2019 | $216,000 | – | 1,049 | – | 0.20% | – |
Download | ||||||
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% |