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 | $103,730 | -4.6% | 416 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $108,776 | +23.2% | 416 | +17.8% | 0.06% | +17.6% |
| Q1 2023 | $88,306 | +3.4% | 353 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $85,387 | +10.9% | 353 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $77,000 | -3.8% | 353 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $80,000 | -15.8% | 353 | 0.0% | 0.05% | -5.5% |
| Q1 2022 | $95,000 | +25.0% | 353 | +30.7% | 0.06% | +25.0% |
| Q4 2021 | $76,000 | +7.0% | 270 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $71,000 | -2.7% | 270 | 0.0% | 0.05% | -9.8% |
| Q2 2021 | $73,000 | +4.3% | 270 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $70,000 | +12.9% | 270 | 0.0% | 0.05% | -7.1% |
| Q4 2020 | $62,000 | – | 270 | – | 0.06% | – |
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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% |