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 | $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. | 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% |