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 | $2,613,745 | -0.0% | 11,174 | +14.7% | 0.16% | +34.7% |
| Q2 2023 | $2,614,644 | +718.2% | 9,739 | +659.1% | 0.12% | +293.3% |
| Q1 2023 | $319,542 | -2.3% | 1,283 | 0.0% | 0.03% | -9.1% |
| Q4 2022 | $326,917 | +7.9% | 1,283 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $303,000 | -1.6% | 1,283 | -0.5% | 0.03% | -19.0% |
| Q2 2022 | $308,000 | -8.6% | 1,289 | +0.3% | 0.04% | -2.3% |
| Q1 2022 | $337,000 | -2.0% | 1,285 | -3.5% | 0.04% | +2.4% |
| Q4 2021 | $344,000 | -18.5% | 1,331 | -9.1% | 0.04% | -8.7% |
| Q3 2021 | $422,000 | +20.6% | 1,465 | +11.8% | 0.05% | -6.1% |
| Q2 2021 | $350,000 | +22.0% | 1,310 | +24.5% | 0.05% | -23.4% |
| Q1 2021 | $287,000 | – | 1,052 | – | 0.06% | – |
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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% |