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 | $2,963,268 | +1164.9% | 11,884 | +1226.3% | 0.81% | +1190.5% |
| Q2 2023 | $234,278 | -13.0% | 896 | -16.8% | 0.06% | -25.0% |
| Q1 2023 | $269,428 | +3.6% | 1,077 | +0.2% | 0.08% | -5.6% |
| Q4 2022 | $260,005 | +15.0% | 1,075 | +4.1% | 0.09% | +12.7% |
| Q3 2022 | $226,000 | -4.2% | 1,033 | -0.9% | 0.08% | -1.2% |
| Q2 2022 | $236,000 | -14.8% | 1,042 | +1.1% | 0.08% | -8.0% |
| Q1 2022 | $277,000 | -4.8% | 1,031 | +0.2% | 0.09% | -1.1% |
| Q4 2021 | $291,000 | -3.3% | 1,029 | -10.1% | 0.09% | -12.9% |
| Q3 2021 | $301,000 | +5.2% | 1,145 | +7.5% | 0.10% | +4.1% |
| Q2 2021 | $286,000 | -0.7% | 1,065 | -3.8% | 0.10% | -8.5% |
| Q1 2021 | $288,000 | +13.4% | 1,107 | 0.0% | 0.11% | +2.9% |
| Q4 2020 | $254,000 | +3.3% | 1,107 | -16.6% | 0.10% | -25.9% |
| Q3 2020 | $246,000 | +4.7% | 1,327 | +0.2% | 0.14% | -9.7% |
| Q2 2020 | $235,000 | -32.3% | 1,324 | -21.5% | 0.15% | -32.5% |
| Q4 2019 | $347,000 | – | 1,686 | – | 0.23% | – |
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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% |