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 | $383,898 | -20.8% | 1,540 | -16.9% | 0.38% | -18.7% |
| Q2 2023 | $484,677 | +8.7% | 1,854 | +4.0% | 0.47% | -1.9% |
| Q1 2023 | $445,836 | +12.8% | 1,782 | +9.0% | 0.48% | +4.4% |
| Q4 2022 | $395,416 | +15.3% | 1,635 | +4.5% | 0.46% | +4.6% |
| Q3 2022 | $343,000 | +24.3% | 1,564 | +28.0% | 0.44% | +26.5% |
| Q2 2022 | $276,000 | -15.9% | 1,222 | 0.0% | 0.35% | +20.9% |
| Q1 2022 | $328,000 | -10.9% | 1,222 | -6.1% | 0.29% | -7.4% |
| Q4 2021 | $368,000 | +7.3% | 1,301 | -0.2% | 0.31% | +4.0% |
| Q3 2021 | $343,000 | -5.8% | 1,304 | -3.7% | 0.30% | -6.3% |
| Q2 2021 | $364,000 | +1.1% | 1,354 | -2.2% | 0.32% | -5.1% |
| Q1 2021 | $360,000 | +10.1% | 1,384 | -2.8% | 0.34% | +6.3% |
| Q4 2020 | $327,000 | – | 1,424 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |