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 | $262,652 | -2.6% | 1,053 | +2.1% | 0.02% | -4.5% |
| Q2 2023 | $269,677 | +3.0% | 1,031 | -1.5% | 0.02% | 0.0% |
| Q1 2023 | $261,880 | +103409.9% | 1,047 | +0.1% | 0.02% | -4.3% |
| Q4 2022 | $253 | -99.9% | 1,046 | -2.3% | 0.02% | +4.5% |
| Q2 2022 | $242,000 | -15.4% | 1,071 | +0.6% | 0.02% | -4.3% |
| Q1 2022 | $286,000 | -4.3% | 1,065 | +0.7% | 0.02% | -8.0% |
| Q4 2021 | $299,000 | +26.7% | 1,058 | +18.2% | 0.02% | +4.2% |
| Q3 2021 | $236,000 | +4.4% | 895 | +6.4% | 0.02% | +4.3% |
| Q2 2021 | $226,000 | +5.1% | 841 | +1.7% | 0.02% | 0.0% |
| Q1 2021 | $215,000 | -26.1% | 827 | -34.8% | 0.02% | -30.3% |
| Q4 2020 | $291,000 | +26.0% | 1,268 | -2.5% | 0.03% | -5.7% |
| Q2 2020 | $231,000 | +3.6% | 1,300 | -16.0% | 0.04% | -16.7% |
| Q1 2020 | $223,000 | -32.4% | 1,547 | -3.7% | 0.04% | -28.8% |
| Q4 2019 | $330,000 | – | 1,606 | – | 0.06% | – |
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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% |