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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $174,605 | +11.1% | 630 | 0.0% | 0.08% | -2.5% |
| Q3 2023 | $157,091 | -4.6% | 630 | 0.0% | 0.08% | -7.1% |
| Q2 2023 | $164,732 | +265.8% | 630 | +250.0% | 0.08% | +226.9% |
| Q1 2023 | $45,029 | +3624.5% | 180 | +3500.0% | 0.03% | +2500.0% |
| Q4 2022 | $1,209 | +20.9% | 5 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | -95.8% | 5 | -94.4% | 0.00% | -93.3% |
| Q2 2021 | $24,000 | +4.3% | 90 | -10.9% | 0.02% | -21.1% |
| Q4 2020 | $23,000 | – | 101 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |