ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,272 | -4.6% | 1,120 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $292,858 | +4.5% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q1 2023 | $280,179 | +3.4% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q4 2022 | $270,917 | +10.1% | 1,120 | 0.0% | 0.18% | +2.2% |
| Q3 2022 | $246,000 | -2.8% | 1,120 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $253,000 | -15.9% | 1,120 | 0.0% | 0.18% | -8.7% |
| Q1 2022 | $301,000 | -10.1% | 1,120 | -7.1% | 0.20% | -9.7% |
| Q4 2021 | $335,000 | +5.7% | 1,205 | 0.0% | 0.22% | -3.1% |
| Q3 2021 | $317,000 | -2.2% | 1,205 | 0.0% | 0.22% | -1.3% |
| Q2 2021 | $324,000 | +3.2% | 1,205 | 0.0% | 0.23% | -5.4% |
| Q1 2021 | $314,000 | +13.4% | 1,205 | 0.0% | 0.24% | +8.1% |
| Q4 2020 | $277,000 | +24.2% | 1,205 | 0.0% | 0.22% | +13.8% |
| Q3 2020 | $223,000 | -5.1% | 1,205 | -8.7% | 0.20% | -10.6% |
| Q2 2020 | $235,000 | +16.3% | 1,320 | -6.0% | 0.22% | +0.9% |
| Q1 2020 | $202,000 | -33.6% | 1,405 | -4.9% | 0.22% | -23.7% |
| Q4 2019 | $304,000 | – | 1,477 | – | 0.28% | – |
Download | ||||||
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% |