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 | $3,457,792 | +1.6% | 14,050 | +7.9% | 2.15% | +22.1% |
| Q2 2023 | $3,403,630 | +2.1% | 13,017 | -2.3% | 1.76% | +0.1% |
| Q1 2023 | $3,333,438 | +19.0% | 13,325 | +4.3% | 1.76% | -3.3% |
| Q4 2022 | $2,800,995 | -0.0% | 12,775 | 0.0% | 1.82% | -0.2% |
| Q3 2022 | $2,801,000 | -1.5% | 12,775 | +7.4% | 1.82% | +6.5% |
| Q2 2022 | $2,843,000 | -11.7% | 11,890 | -0.5% | 1.71% | +10.3% |
| Q1 2022 | $3,220,000 | -0.1% | 11,946 | +4.9% | 1.55% | +5.6% |
| Q4 2021 | $3,224,000 | +20.5% | 11,388 | +12.0% | 1.47% | +6.4% |
| Q3 2021 | $2,676,000 | -2.9% | 10,171 | -0.8% | 1.38% | -3.5% |
| Q2 2021 | $2,756,000 | +31.6% | 10,255 | +27.5% | 1.43% | +21.6% |
| Q1 2021 | $2,094,000 | +11.0% | 8,045 | -2.0% | 1.18% | +5.0% |
| Q4 2020 | $1,887,000 | +27.0% | 8,208 | +2.3% | 1.12% | +7.0% |
| Q3 2020 | $1,486,000 | +9.7% | 8,021 | +4.1% | 1.05% | -6.7% |
| Q2 2020 | $1,355,000 | +55.0% | 7,708 | +26.9% | 1.12% | +22.6% |
| Q1 2020 | $874,000 | -30.1% | 6,074 | +0.0% | 0.92% | -0.5% |
| Q4 2019 | $1,250,000 | – | 6,071 | – | 0.92% | – |
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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% |