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 2022 | $149,000 | -4.5% | 553 | +0.2% | 0.09% | +1.1% |
| Q4 2021 | $156,000 | +7.6% | 552 | +0.2% | 0.09% | +3.4% |
| Q3 2021 | $145,000 | -2.0% | 551 | +0.4% | 0.09% | -6.4% |
| Q2 2021 | $148,000 | -0.7% | 549 | -4.0% | 0.09% | -3.1% |
| Q1 2021 | $149,000 | +1.4% | 572 | -10.9% | 0.10% | -16.4% |
| Q4 2020 | $147,000 | +23.5% | 642 | +0.2% | 0.12% | +14.9% |
| Q3 2020 | $119,000 | -22.7% | 641 | -25.8% | 0.10% | -24.6% |
| Q2 2020 | $154,000 | +67.4% | 864 | +35.6% | 0.13% | +42.6% |
| Q1 2020 | $92,000 | -31.9% | 637 | -2.9% | 0.09% | -18.3% |
| Q4 2019 | $135,000 | – | 656 | – | 0.12% | – |
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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% |