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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,717,085 | -12.9% | 15,322 | -10.0% | 0.77% | -21.7% |
| Q4 2022 | $4,266,663 | -0.2% | 17,019 | -12.7% | 0.99% | -13.4% |
| Q3 2022 | $4,276,000 | -4.8% | 19,502 | -1.7% | 1.14% | +19.1% |
| Q2 2022 | $4,490,000 | -19.0% | 19,848 | -3.9% | 0.96% | -3.6% |
| Q1 2022 | $5,544,000 | -11.0% | 20,661 | -6.1% | 0.99% | -8.8% |
| Q4 2021 | $6,226,000 | +4.1% | 21,993 | +0.8% | 1.09% | -1.3% |
| Q3 2021 | $5,979,000 | +1.9% | 21,817 | +1.7% | 1.10% | -21.4% |
| Q2 2021 | $5,869,000 | -0.1% | 21,442 | +0.6% | 1.40% | -6.0% |
| Q1 2021 | $5,872,000 | +351.3% | 21,306 | +219.4% | 1.49% | +200.0% |
| Q2 2020 | $1,301,000 | – | 6,671 | – | 0.50% | – |
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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% |