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 | $7,885,061 | -5.5% | 31,622 | -0.9% | 2.72% | -4.8% |
| Q2 2023 | $8,345,857 | -23.2% | 31,918 | -26.5% | 2.86% | -26.9% |
| Q1 2023 | $10,870,143 | -4.1% | 43,453 | -7.3% | 3.91% | -5.9% |
| Q4 2022 | $11,333,652 | +8.0% | 46,855 | -2.1% | 4.16% | +0.0% |
| Q3 2022 | $10,493,539 | -4.0% | 47,859 | -1.0% | 4.15% | -2.6% |
| Q2 2022 | $10,931,327 | -10.8% | 48,320 | +5.8% | 4.26% | -5.7% |
| Q1 2022 | $12,257,896 | +54.2% | 45,680 | +62.6% | 4.52% | +32.9% |
| Q4 2021 | $7,950,411 | +4.1% | 28,085 | -3.3% | 3.40% | -3.9% |
| Q3 2021 | $7,637,232 | +3.6% | 29,031 | +5.9% | 3.54% | +2.0% |
| Q2 2021 | $7,370,180 | -1.8% | 27,426 | -4.9% | 3.47% | -4.5% |
| Q1 2021 | $7,507,207 | +8.6% | 28,843 | -4.1% | 3.63% | +1.0% |
| Q4 2020 | $6,915,507 | +13.9% | 30,090 | -8.2% | 3.60% | +0.2% |
| Q3 2020 | $6,070,848 | +13.6% | 32,760 | +9.1% | 3.59% | +1.3% |
| Q2 2020 | $5,341,714 | +23.0% | 30,040 | -0.5% | 3.54% | -13.4% |
| Q1 2020 | $4,343,824 | +18.1% | 30,195 | +69.0% | 4.09% | +42.7% |
| Q4 2019 | $3,677,871 | – | 17,869 | – | 2.87% | – |
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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% |