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 | $16,303,130 | -3.8% | 65,383 | +0.9% | 8.28% | -6.2% |
| Q2 2023 | $16,947,699 | +4.7% | 64,815 | +0.2% | 8.82% | +0.4% |
| Q1 2023 | $16,180,230 | +2.4% | 64,680 | -1.0% | 8.78% | -3.1% |
| Q4 2022 | $15,802,174 | +8.1% | 65,328 | -2.0% | 9.06% | +6.2% |
| Q3 2022 | $14,615,000 | -3.2% | 66,656 | -0.2% | 8.53% | +1.1% |
| Q2 2022 | $15,103,000 | -17.2% | 66,761 | -1.1% | 8.44% | -3.5% |
| Q1 2022 | $18,230,000 | -2.8% | 67,500 | +1.8% | 8.75% | -0.6% |
| Q4 2021 | $18,761,000 | +7.9% | 66,275 | +0.3% | 8.80% | -2.1% |
| Q3 2021 | $17,385,000 | -2.5% | 66,083 | -0.4% | 8.99% | -4.4% |
| Q2 2021 | $17,824,000 | +1.8% | 66,328 | -1.4% | 9.41% | -7.2% |
| Q1 2021 | $17,503,000 | +13.2% | 67,248 | -0.1% | 10.14% | +4.3% |
| Q4 2020 | $15,467,000 | – | 67,296 | – | 9.72% | – |
Download | ||||||
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% |