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 | $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. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |