ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,055 | +0.1% | 3,413 | +5.0% | 0.69% | +5.3% |
| Q2 2023 | $850,357 | +7.2% | 3,252 | +2.6% | 0.66% | +2.0% |
| Q1 2023 | $793,209 | +5.2% | 3,171 | +1.7% | 0.64% | -0.5% |
| Q4 2022 | $754,200 | -8.2% | 3,118 | -16.8% | 0.65% | -2.0% |
| Q3 2022 | $822,000 | -4.0% | 3,747 | -1.0% | 0.66% | +5.6% |
| Q2 2022 | $856,000 | -14.2% | 3,784 | +1.8% | 0.62% | -6.6% |
| Q1 2022 | $998,000 | +0.7% | 3,718 | +6.2% | 0.67% | +4.5% |
| Q4 2021 | $991,000 | +7.3% | 3,500 | -0.3% | 0.64% | -1.7% |
| Q3 2021 | $924,000 | -4.8% | 3,512 | -2.8% | 0.65% | -6.1% |
| Q2 2021 | $971,000 | +13.7% | 3,612 | +10.0% | 0.69% | +3.9% |
| Q1 2021 | $854,000 | +19.1% | 3,283 | +5.3% | 0.67% | +10.2% |
| Q4 2020 | $717,000 | – | 3,119 | – | 0.60% | – |
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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% |