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 | $4,107,395 | -4.2% | 1,254,989 | -0.0% | 1.20% | -1.0% |
| Q2 2023 | $4,286,981 | -2.7% | 1,255,143 | -0.1% | 1.21% | -7.3% |
| Q1 2023 | $4,407,687 | +2.1% | 1,256,152 | -0.0% | 1.31% | -9.0% |
| Q4 2022 | $4,318,842 | +4.0% | 1,256,217 | -0.0% | 1.44% | -6.3% |
| Q3 2022 | $4,154,000 | -6.2% | 1,256,774 | -0.1% | 1.53% | -0.6% |
| Q2 2022 | $4,430,000 | -44.2% | 1,257,589 | -0.9% | 1.54% | -34.0% |
| Q1 2022 | $7,932,000 | -29.4% | 1,268,429 | -0.8% | 2.34% | -25.4% |
| Q4 2021 | $11,238,000 | +21.2% | 1,278,809 | +79.5% | 3.13% | +12.1% |
| Q3 2021 | $9,273,000 | +15.0% | 712,414 | +2274.7% | 2.79% | +10.2% |
| Q2 2021 | $8,062,000 | +261.2% | 30,000 | +93.3% | 2.54% | +135.6% |
| Q1 2021 | $2,232,000 | -63.7% | 15,516 | -42.0% | 1.08% | -49.8% |
| Q4 2020 | $6,145,000 | +17.2% | 26,738 | -5.5% | 2.14% | +4.5% |
| Q3 2020 | $5,241,000 | +5.5% | 28,282 | +1.2% | 2.05% | +0.1% |
| Q2 2020 | $4,970,000 | +122.7% | 27,949 | +80.1% | 2.05% | +90.6% |
| Q1 2020 | $2,232,000 | – | 15,516 | – | 1.08% | – |
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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% |