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 | $459,004 | -3.0% | 1,840 | +1.7% | 0.26% | -2.3% |
| Q2 2023 | $473,415 | +0.4% | 1,810 | -3.9% | 0.27% | +4.3% |
| Q1 2023 | $471,418 | +4.5% | 1,884 | +1.0% | 0.26% | -1.5% |
| Q4 2022 | $451,278 | +14.8% | 1,865 | +4.0% | 0.26% | +5.3% |
| Q3 2022 | $393,000 | -2.0% | 1,794 | +1.2% | 0.25% | -0.8% |
| Q2 2022 | $401,000 | -14.1% | 1,772 | +1.8% | 0.25% | -9.5% |
| Q1 2022 | $467,000 | -1.9% | 1,740 | +3.5% | 0.27% | +0.7% |
| Q4 2021 | $476,000 | +12.0% | 1,681 | +4.0% | 0.27% | +3.8% |
| Q3 2021 | $425,000 | -1.8% | 1,617 | +0.4% | 0.26% | -3.0% |
| Q2 2021 | $433,000 | +3.3% | 1,611 | +0.1% | 0.27% | -4.3% |
| Q1 2021 | $419,000 | +9.1% | 1,609 | -3.7% | 0.28% | -3.1% |
| Q4 2020 | $384,000 | +19.6% | 1,670 | -3.6% | 0.29% | +15.0% |
| Q3 2020 | $321,000 | +11.1% | 1,732 | +6.4% | 0.25% | -0.4% |
| Q2 2020 | $289,000 | +25.7% | 1,628 | +1.6% | 0.25% | +7.6% |
| Q1 2020 | $230,000 | -23.6% | 1,602 | +9.4% | 0.24% | -18.3% |
| Q4 2019 | $301,000 | – | 1,464 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |