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 | $31,956,794 | -2.4% | 128,160 | +2.4% | 18.00% | -0.6% |
| Q2 2023 | $32,729,554 | +8.0% | 125,170 | +3.3% | 18.11% | +0.2% |
| Q1 2023 | $30,310,613 | +5.4% | 121,165 | +1.9% | 18.07% | -2.5% |
| Q4 2022 | $28,767,878 | +12.1% | 118,930 | +1.6% | 18.53% | -0.7% |
| Q3 2022 | $25,662,000 | +0.4% | 117,037 | +3.6% | 18.65% | -0.7% |
| Q2 2022 | $25,555,000 | -14.3% | 112,961 | +1.6% | 18.78% | -0.4% |
| Q1 2022 | $29,835,000 | -4.8% | 111,184 | +0.4% | 18.85% | +0.9% |
| Q4 2021 | $31,346,000 | +8.0% | 110,734 | +0.4% | 18.67% | -0.2% |
| Q3 2021 | $29,026,000 | -1.5% | 110,337 | +0.6% | 18.71% | -3.6% |
| Q2 2021 | $29,476,000 | +1.6% | 109,686 | +1.9% | 19.40% | -2.0% |
| Q1 2021 | $29,000,000 | +10.5% | 107,659 | -0.8% | 19.80% | +1.0% |
| Q4 2020 | $26,235,000 | – | 108,514 | – | 19.60% | – |
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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% |