ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,606 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $498,457 | -3.7% | 8,518 | 0.0% | 0.07% | -16.5% |
| Q1 2024 | $517,366 | +9.6% | 8,518 | +399.9% | 0.08% | -1.2% |
| Q4 2023 | $472,185 | +11.1% | 1,704 | 0.0% | 0.08% | -3.6% |
| Q3 2023 | $424,821 | -5.6% | 1,704 | -1.0% | 0.08% | -13.5% |
| Q2 2023 | $449,932 | +5.6% | 1,721 | +1.0% | 0.10% | -5.0% |
| Q1 2023 | $426,200 | +3.4% | 1,704 | 0.0% | 0.10% | -9.0% |
| Q4 2022 | $412,112 | +74.6% | 1,704 | +93.9% | 0.11% | +52.1% |
| Q1 2022 | $236,000 | -4.5% | 879 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $247,000 | +6.5% | 879 | +0.2% | 0.07% | -8.8% |
| Q3 2021 | $232,000 | -2.9% | 877 | -0.9% | 0.08% | -7.0% |
| Q2 2021 | $239,000 | -6.3% | 885 | -10.1% | 0.09% | -15.7% |
| Q1 2021 | $255,000 | – | 984 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |