ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,827 | -2.6% | 2,189 | +2.1% | 0.50% | -1.4% |
| Q2 2023 | $560,613 | +99831.0% | 2,144 | -11.9% | 0.50% | -10.0% |
| Q1 2023 | $561 | -99.9% | 2,434 | 0.0% | 0.56% | 0.0% |
| Q3 2022 | $561,000 | -92.1% | 2,434 | -91.0% | 0.56% | -84.3% |
| Q3 2021 | $7,117,000 | -39.1% | 27,054 | -37.8% | 3.55% | -21.2% |
| Q2 2021 | $11,681,000 | -0.1% | 43,467 | -3.3% | 4.50% | +2.3% |
| Q1 2021 | $11,696,000 | -0.2% | 44,937 | -11.9% | 4.40% | +0.8% |
| Q4 2020 | $11,720,000 | +22.8% | 50,993 | -1.0% | 4.36% | +16.3% |
| Q3 2020 | $9,543,000 | +5.9% | 51,497 | +1.6% | 3.75% | -0.7% |
| Q2 2020 | $9,012,000 | +26.7% | 50,680 | +2.5% | 3.78% | -0.2% |
| Q1 2020 | $7,112,000 | -11.7% | 49,438 | -2.9% | 3.78% | -1.5% |
| Q4 2019 | $8,050,000 | – | 50,931 | – | 3.84% | – |
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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% |