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 | $840,277 | -3.7% | 3,214 | -1.0% | 0.32% | -3.9% |
| Q2 2021 | $873,000 | +3.3% | 3,248 | 0.0% | 0.33% | -1.5% |
| Q1 2021 | $845,000 | +13.3% | 3,248 | 0.0% | 0.34% | +10.9% |
| Q4 2020 | $746,000 | -94.3% | 3,248 | -95.4% | 0.30% | -94.1% |
| Q3 2020 | $13,160,000 | +4.6% | 71,015 | +0.4% | 5.15% | -9.8% |
| Q2 2020 | $12,576,000 | +34.5% | 70,721 | +8.8% | 5.71% | +18.1% |
| Q1 2020 | $9,351,000 | -30.1% | 65,001 | 0.0% | 4.84% | -20.3% |
| Q4 2019 | $13,379,000 | – | 65,001 | – | 6.07% | – |
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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% |