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 | $349,838 | -4.6% | 1,403 | 0.0% | 0.08% | -7.3% |
| Q2 2023 | $366,856 | +4.5% | 1,403 | 0.0% | 0.08% | -6.8% |
| Q1 2023 | $350,974 | +2.0% | 1,403 | -1.3% | 0.09% | -11.1% |
| Q4 2022 | $343,968 | +13.5% | 1,422 | +3.0% | 0.10% | -1.0% |
| Q3 2022 | $303,000 | -3.5% | 1,381 | -0.4% | 0.10% | -6.5% |
| Q2 2022 | $314,000 | -15.4% | 1,387 | +0.4% | 0.11% | -7.8% |
| Q1 2022 | $371,000 | -8.6% | 1,381 | -3.6% | 0.12% | -12.8% |
| Q4 2021 | $406,000 | +7.7% | 1,433 | 0.0% | 0.13% | -7.0% |
| Q3 2021 | $377,000 | – | 1,433 | – | 0.14% | – |
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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% |