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 | $1,033,306 | +30.6% | 4,144 | +36.9% | 0.75% | +33.2% |
| Q2 2023 | $791,500 | -22.7% | 3,027 | -26.1% | 0.56% | -26.9% |
| Q1 2023 | $1,024,405 | +2.0% | 4,095 | -1.3% | 0.77% | +0.5% |
| Q4 2022 | $1,004,085 | +14.6% | 4,151 | +3.9% | 0.76% | +9.8% |
| Q3 2022 | $876,000 | +36.2% | 3,995 | +40.6% | 0.69% | +40.8% |
| Q2 2022 | $643,000 | -29.6% | 2,841 | -16.5% | 0.49% | -28.1% |
| Q2 2021 | $914,000 | -37.0% | 3,401 | -39.0% | 0.69% | -41.5% |
| Q1 2021 | $1,451,000 | -67.2% | 5,575 | -71.0% | 1.17% | -70.8% |
| Q4 2020 | $4,422,000 | – | 19,242 | – | 4.02% | – |
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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% |