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 | $380,757 | +91428.1% | 1,527 | -4.0% | 0.21% | -2.8% |
| Q2 2023 | $416 | -11.9% | 1,591 | -15.7% | 0.21% | -21.0% |
| Q1 2023 | $472 | -7.8% | 1,887 | -10.7% | 0.27% | -27.7% |
| Q4 2022 | $512 | -99.9% | 2,114 | +2.5% | 0.38% | +5.3% |
| Q3 2022 | $452,000 | -11.7% | 2,062 | 0.0% | 0.36% | +2.9% |
| Q2 2022 | $512,000 | -14.4% | 2,062 | -7.6% | 0.35% | -13.5% |
| Q1 2022 | $598,000 | -4.5% | 2,232 | +0.8% | 0.40% | -5.7% |
| Q4 2021 | $626,000 | +4.9% | 2,214 | -2.4% | 0.42% | -6.6% |
| Q3 2021 | $597,000 | -27.5% | 2,269 | -26.0% | 0.45% | -38.6% |
| Q2 2021 | $824,000 | -0.4% | 3,065 | -3.6% | 0.74% | -2.8% |
| Q1 2021 | $827,000 | – | 3,180 | – | 0.76% | – |
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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% |