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 | $314,764 | -4.6% | 1,262 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $330,077 | +4.5% | 1,262 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $315,772 | +3.4% | 1,262 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $305,314 | -6.3% | 1,262 | -12.4% | 0.04% | -16.7% |
| Q2 2022 | $326,000 | -23.5% | 1,440 | -9.3% | 0.05% | -11.1% |
| Q1 2022 | $426,000 | -5.8% | 1,588 | -0.6% | 0.05% | -10.0% |
| Q4 2021 | $452,000 | +22.2% | 1,597 | +13.5% | 0.06% | -10.4% |
| Q3 2021 | $370,000 | -2.1% | 1,407 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $378,000 | +28.6% | 1,407 | +24.6% | 0.07% | +6.2% |
| Q1 2021 | $294,000 | +13.5% | 1,129 | 0.0% | 0.06% | +42.2% |
| Q4 2020 | $259,000 | – | 1,129 | – | 0.04% | – |
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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% |