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 | $1,041,680 | -4.6% | 4,178 | 0.0% | 0.42% | +1.0% |
| Q2 2023 | $1,092,354 | +3.1% | 4,178 | -1.3% | 0.41% | -1.7% |
| Q1 2023 | $1,059,358 | +33.6% | 4,235 | +39.0% | 0.42% | +23.1% |
| Q4 2022 | $793,000 | -18.3% | 3,047 | -31.2% | 0.34% | -26.5% |
| Q3 2022 | $971,000 | -3.0% | 4,427 | 0.0% | 0.46% | +1.5% |
| Q2 2022 | $1,001,000 | +5.5% | 4,427 | +25.2% | 0.46% | +27.9% |
| Q1 2022 | $949,000 | -19.2% | 3,537 | -14.7% | 0.36% | -13.5% |
| Q4 2021 | $1,174,000 | +39.6% | 4,148 | +32.5% | 0.41% | +23.6% |
| Q2 2021 | $841,000 | +6.1% | 3,130 | +2.7% | 0.34% | -2.0% |
| Q1 2021 | $793,000 | +13.3% | 3,047 | 0.0% | 0.34% | -16.0% |
| Q4 2020 | $700,000 | +22.2% | 3,047 | -1.5% | 0.41% | +6.8% |
| Q3 2020 | $573,000 | +3.4% | 3,094 | -0.7% | 0.38% | -4.5% |
| Q2 2020 | $554,000 | – | 3,117 | – | 0.40% | – |
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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% |