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 | $26,599,547 | -2.2% | 106,190 | +2.1% | 2.84% | -4.0% |
| Q2 2023 | $27,185,010 | -4.1% | 103,966 | -8.2% | 2.96% | -8.1% |
| Q1 2023 | $28,342,327 | +7.7% | 113,297 | +4.1% | 3.22% | -2.0% |
| Q4 2022 | $26,319,786 | +13.6% | 108,809 | +3.0% | 3.28% | -6.8% |
| Q3 2022 | $23,166,000 | +0.6% | 105,654 | +3.8% | 3.52% | -2.1% |
| Q2 2022 | $23,030,000 | -22.9% | 101,798 | -7.9% | 3.60% | -18.8% |
| Q1 2022 | $29,866,000 | -8.8% | 110,581 | -4.4% | 4.43% | -10.1% |
| Q4 2021 | $32,735,000 | +12.3% | 115,638 | +4.3% | 4.92% | -2.9% |
| Q3 2021 | $29,153,000 | +0.9% | 110,820 | +3.1% | 5.07% | -9.2% |
| Q2 2021 | $28,889,000 | +9.3% | 107,502 | +5.9% | 5.58% | +2.8% |
| Q1 2021 | $26,428,000 | +18.4% | 101,537 | +4.5% | 5.44% | +2.8% |
| Q4 2020 | $22,327,000 | +32.3% | 97,148 | +6.7% | 5.29% | +9.9% |
| Q3 2020 | $16,871,000 | +12.3% | 91,045 | +7.7% | 4.81% | +10.2% |
| Q2 2020 | $15,029,000 | +118.1% | 84,517 | +76.4% | 4.36% | +73.7% |
| Q1 2020 | $6,892,000 | -15.2% | 47,908 | +21.3% | 2.51% | -2.0% |
| Q4 2019 | $8,129,000 | – | 39,495 | – | 2.56% | – |
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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% |