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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,726,090 | +4.5% | 14,250 | 0.0% | 0.28% | -1.1% |
| Q1 2023 | $3,564,780 | +102072.0% | 14,250 | -1.2% | 0.28% | -3.7% |
| Q4 2022 | $3,489 | -99.9% | 14,425 | 0.0% | 0.30% | 0.0% |
| Q3 2022 | $3,163,000 | -3.1% | 14,425 | 0.0% | 0.30% | -0.7% |
| Q2 2022 | $3,263,000 | -15.7% | 14,425 | 0.0% | 0.30% | -5.4% |
| Q1 2022 | $3,871,000 | -5.2% | 14,425 | 0.0% | 0.32% | -4.3% |
| Q4 2021 | $4,083,000 | +7.6% | 14,425 | 0.0% | 0.33% | -2.1% |
| Q3 2021 | $3,795,000 | -2.1% | 14,425 | 0.0% | 0.34% | -2.6% |
| Q2 2021 | $3,876,000 | +1.5% | 14,425 | -1.7% | 0.34% | -6.8% |
| Q1 2021 | $3,820,000 | -15.5% | 14,675 | -25.4% | 0.37% | -18.3% |
| Q4 2020 | $4,522,000 | – | 19,675 | – | 0.45% | – |
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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% |