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 | $703,915 | -4.6% | 2,823 | 0.0% | 0.55% | -1.8% |
| Q2 2023 | $738,158 | +4.5% | 2,823 | 0.0% | 0.56% | -1.1% |
| Q1 2023 | $706,202 | +2.9% | 2,823 | -0.5% | 0.56% | -0.9% |
| Q4 2022 | $686,000 | +98.3% | 2,836 | +79.9% | 0.57% | +69.6% |
| Q3 2022 | $346,000 | -3.1% | 1,576 | 0.0% | 0.34% | +4.0% |
| Q2 2022 | $357,000 | -19.8% | 1,576 | -5.0% | 0.32% | -13.4% |
| Q1 2022 | $445,000 | -5.3% | 1,659 | 0.0% | 0.37% | -0.8% |
| Q4 2021 | $470,000 | +20.2% | 1,659 | +11.6% | 0.38% | +13.6% |
| Q3 2021 | $391,000 | -31.6% | 1,486 | -30.1% | 0.33% | -31.5% |
| Q2 2021 | $572,000 | -2.9% | 2,127 | -6.0% | 0.48% | -8.7% |
| Q1 2021 | $589,000 | -81.8% | 2,262 | -84.0% | 0.53% | -80.9% |
| Q4 2020 | $3,241,000 | – | 14,101 | – | 2.77% | – |
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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% |