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 | $285,506 | -4.6% | 1,145 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $299,394 | +4.5% | 1,145 | 0.0% | 0.22% | +0.9% |
| Q1 2023 | $286,433 | +3.4% | 1,145 | 0.0% | 0.21% | +2.4% |
| Q4 2022 | $276,964 | +10.3% | 1,145 | 0.0% | 0.21% | -5.4% |
| Q3 2022 | $251,000 | -3.1% | 1,145 | 0.0% | 0.22% | +7.3% |
| Q2 2022 | $259,000 | -15.6% | 1,145 | 0.0% | 0.21% | -1.4% |
| Q1 2022 | $307,000 | -5.2% | 1,145 | 0.0% | 0.21% | -0.9% |
| Q4 2021 | $324,000 | +8.7% | 1,145 | 0.0% | 0.21% | -11.0% |
| Q1 2021 | $298,000 | +11.6% | 1,145 | -1.5% | 0.24% | +17.9% |
| Q4 2020 | $267,000 | +24.2% | 1,162 | 0.0% | 0.20% | -2.0% |
| Q3 2020 | $215,000 | +28.7% | 1,162 | 0.0% | 0.20% | +1.0% |
| Q1 2020 | $167,000 | -30.1% | 1,162 | 0.0% | 0.20% | +14.0% |
| Q4 2019 | $239,000 | – | 1,162 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |