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. | 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% |