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 | $247,353 | -5.5% | 991 | -0.9% | 0.05% | -11.3% |
| Q2 2023 | $261,736 | +1.8% | 1,000 | +10.1% | 0.05% | -55.5% |
| Q4 2021 | $257,000 | -31.8% | 908 | -36.6% | 0.12% | -39.6% |
| Q3 2021 | $377,000 | -8.3% | 1,433 | -6.2% | 0.20% | -11.3% |
| Q2 2021 | $411,000 | +16.8% | 1,528 | +13.1% | 0.22% | +13.3% |
| Q1 2021 | $352,000 | +11.7% | 1,351 | -1.5% | 0.20% | -7.1% |
| Q4 2020 | $315,000 | +12.9% | 1,371 | -8.9% | 0.21% | -9.4% |
| Q3 2020 | $279,000 | -14.7% | 1,505 | -18.1% | 0.23% | -19.9% |
| Q2 2020 | $327,000 | – | 1,838 | – | 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% |