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 | $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. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |