ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $408,039 | +6.8% | 1,636 | +12.0% | 0.25% | +11.6% |
| Q2 2023 | $382,132 | +3.8% | 1,461 | -0.7% | 0.22% | -3.4% |
| Q1 2023 | $368,009 | +3.4% | 1,471 | 0.0% | 0.23% | -3.3% |
| Q4 2022 | $355,749 | -15.3% | 1,471 | -23.1% | 0.24% | -20.3% |
| Q3 2022 | $420,000 | -8.7% | 1,914 | -5.9% | 0.30% | -5.6% |
| Q2 2022 | $460,000 | -11.4% | 2,034 | +5.2% | 0.32% | +3.6% |
| Q1 2022 | $519,000 | -2.1% | 1,933 | +3.2% | 0.31% | -5.8% |
| Q4 2021 | $530,000 | +46.4% | 1,873 | +36.2% | 0.33% | +24.3% |
| Q3 2021 | $362,000 | +0.3% | 1,375 | +2.2% | 0.26% | -0.8% |
| Q2 2021 | $361,000 | +3.7% | 1,345 | +0.4% | 0.26% | -8.9% |
| Q1 2021 | $348,000 | +13.0% | 1,339 | +0.1% | 0.29% | +12.4% |
| Q4 2020 | $308,000 | – | 1,338 | – | 0.26% | – |
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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% |