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 | $56,968 | -42.4% | 228 | -39.7% | 0.03% | -39.6% |
| Q2 2023 | $98,896 | -18.4% | 378 | -21.9% | 0.05% | -25.0% |
| Q1 2023 | $121,127 | -20.0% | 484 | -22.7% | 0.06% | -26.4% |
| Q4 2022 | $151,397 | +4.4% | 626 | -5.3% | 0.09% | +2.4% |
| Q3 2022 | $145,000 | -18.1% | 661 | -15.6% | 0.08% | -22.7% |
| Q2 2022 | $177,000 | -27.5% | 783 | -14.1% | 0.11% | -8.3% |
| Q1 2022 | $244,000 | -7.6% | 911 | -2.4% | 0.12% | -4.0% |
| Q4 2021 | $264,000 | +151.4% | 933 | +133.8% | 0.12% | +89.4% |
| Q3 2021 | $105,000 | +40.0% | 399 | +43.5% | 0.07% | +43.5% |
| Q2 2021 | $75,000 | -20.2% | 278 | -23.0% | 0.05% | -33.3% |
| Q1 2021 | $94,000 | +224.1% | 361 | +188.8% | 0.07% | +187.5% |
| Q4 2020 | $29,000 | +26.1% | 125 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $23,000 | – | 125 | – | 0.02% | – |
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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% |