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 | $16,061,360 | +283.1% | 64,413 | +301.7% | 6.22% | +319.5% |
| Q2 2023 | $4,192,478 | +2.7% | 16,034 | -1.8% | 1.48% | -2.8% |
| Q1 2023 | $4,083,410 | -59.3% | 16,323 | -60.7% | 1.53% | -59.3% |
| Q4 2022 | $10,035,067 | +11.8% | 41,486 | +1.3% | 3.75% | +10.0% |
| Q3 2022 | $8,978,000 | +14.8% | 40,949 | +18.4% | 3.41% | -3.8% |
| Q2 2022 | $7,823,000 | +2.5% | 34,580 | +21.6% | 3.54% | +9.1% |
| Q1 2022 | $7,630,000 | +545.5% | 28,433 | +581.0% | 3.25% | +464.7% |
| Q4 2021 | $1,182,000 | +21.1% | 4,175 | +12.6% | 0.58% | +19.0% |
| Q3 2021 | $976,000 | -7.9% | 3,709 | -6.0% | 0.48% | -22.7% |
| Q2 2021 | $1,060,000 | -17.8% | 3,946 | -20.3% | 0.62% | -22.7% |
| Q1 2021 | $1,289,000 | -0.7% | 4,952 | -12.3% | 0.81% | -10.8% |
| Q4 2020 | $1,298,000 | +7.1% | 5,646 | -13.7% | 0.91% | -4.7% |
| Q3 2020 | $1,212,000 | +2.1% | 6,542 | -2.0% | 0.95% | -7.3% |
| Q2 2020 | $1,187,000 | -18.8% | 6,677 | -34.3% | 1.03% | -30.7% |
| Q1 2020 | $1,461,000 | -90.4% | 10,158 | -86.3% | 1.48% | -90.1% |
| Q4 2019 | $15,211,000 | +7.9% | 73,906 | +1.3% | 15.04% | -1.9% |
| Q3 2019 | $14,096,000 | +7.7% | 72,951 | +8.2% | 15.34% | +7.8% |
| Q2 2019 | $13,094,000 | +8.2% | 67,406 | +5.5% | 14.22% | +6.4% |
| Q1 2019 | $12,105,000 | +26.3% | 63,911 | +10.7% | 13.37% | +36.2% |
| Q4 2018 | $9,585,000 | – | 57,719 | – | 9.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |