ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,179,927 | -2.3% | 32,805 | +2.4% | 1.03% | +15.0% |
| Q2 2023 | $8,375,989 | -2.8% | 32,033 | -7.0% | 0.90% | -10.0% |
| Q1 2023 | $8,615,010 | +1.0% | 34,438 | -2.3% | 1.00% | -3.9% |
| Q4 2022 | $8,527,106 | +7.3% | 35,252 | -2.8% | 1.04% | +1.4% |
| Q3 2022 | $7,950,000 | -2.6% | 36,260 | +0.5% | 1.02% | +8.1% |
| Q2 2022 | $8,166,000 | -17.3% | 36,094 | -1.9% | 0.95% | +5.3% |
| Q1 2022 | $9,870,000 | -5.6% | 36,781 | -0.4% | 0.90% | -0.6% |
| Q4 2021 | $10,455,000 | +8.1% | 36,932 | +0.4% | 0.90% | -8.6% |
| Q3 2021 | $9,675,000 | -3.3% | 36,779 | -1.2% | 0.99% | -21.0% |
| Q2 2021 | $10,004,000 | +3.0% | 37,226 | -0.2% | 1.25% | -9.6% |
| Q1 2021 | $9,709,000 | +12.8% | 37,303 | -0.4% | 1.39% | +9.4% |
| Q4 2020 | $8,605,000 | +13.1% | 37,441 | -8.8% | 1.27% | +2.1% |
| Q3 2020 | $7,608,000 | -12.4% | 41,053 | -16.0% | 1.24% | -36.1% |
| Q2 2020 | $8,686,000 | +5.0% | 48,847 | -15.1% | 1.94% | -17.7% |
| Q1 2020 | $8,276,000 | -45.1% | 57,531 | -21.4% | 2.36% | -29.0% |
| Q4 2019 | $15,061,000 | – | 73,175 | – | 3.33% | – |
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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% |