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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,396,018 | +72.8% | 5,599 | +81.2% | 0.52% | +36.9% |
| Q2 2023 | $807,973 | -37.6% | 3,090 | -40.3% | 0.38% | -27.0% |
| Q1 2023 | $1,294,252 | +13.1% | 5,174 | +9.3% | 0.52% | +9.2% |
| Q4 2022 | $1,144,832 | +10.5% | 4,733 | +0.1% | 0.48% | -1.6% |
| Q3 2022 | $1,036,000 | +0.4% | 4,728 | +3.7% | 0.49% | +1.2% |
| Q2 2022 | $1,032,000 | +34.6% | 4,561 | +59.6% | 0.48% | +48.0% |
| Q1 2022 | $767,000 | +126.9% | 2,858 | +139.2% | 0.32% | +140.7% |
| Q4 2021 | $338,000 | +7.6% | 1,195 | +0.3% | 0.14% | -6.2% |
| Q3 2021 | $314,000 | -4.6% | 1,192 | -2.7% | 0.14% | -3.4% |
| Q2 2021 | $329,000 | -7.6% | 1,225 | -10.5% | 0.15% | -42.7% |
| Q1 2021 | $356,000 | +27.1% | 1,369 | +12.2% | 0.26% | +73.3% |
| Q4 2020 | $280,000 | – | 1,220 | – | 0.15% | – |
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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% |